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 | $167,007 | $117,829+41.7% | $102,423+63.1% | $145,877+14.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.15% | 31.83%-18.7pp | 29.42%-16.3pp | 551.28%-538.1pp |
| Employer contribution / active EE | $2,857 | $3,615-21.0% | $3,023-5.5% | $4,663-38.7% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,691-100.0% |
| Admin fee / account holder | $4,530 | $13,335-66.0% | $9,455-52.1% | $13,402-66.2% |