Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,550 | $81,504+153.4% | $102,437+101.6% | $80,959+155.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 19.44% | 25.60%-6.2pp | 24.95%-5.5pp | 35.67%-16.2pp |
| Employer contribution / active EE | $17,875 | $3,104+476.0% | $3,871+361.8% | $2,757+548.3% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,748 | $6,719-44.2% | $8,388-55.3% | $6,925-45.9% |