Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $156,950 | $71,230+120.3% | $93,727+67.5% | $80,959+93.9% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 10.62% | 11.26%-0.6pp | 133.83%-123.2pp | 35.67%-25.0pp |
| Employer contribution / active EE | $10,920 | $1,565+597.6% | $2,421+351.0% | $2,757+296.1% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,300-100.0% |
| Admin fee / account holder | $11,896 | $6,961+70.9% | $8,292+43.5% | $6,925+71.8% |