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 | $163,027 | $138,385+17.8% | $184,243-11.5% | $80,925+101.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 11.32% | 20.02%-8.7pp | 28.82%-17.5pp | 35.65%-24.3pp |
| Employer contribution / active EE | $3,828 | $4,851-21.1% | $6,427-40.4% | $2,756+38.9% |
| Participant deferral / active EE | $0 | $7,075-100.0% | $9,132-100.0% | $4,299-100.0% |
| Admin fee / account holder | $18,970 | $10,489+80.9% | $13,914+36.3% | $6,940+173.3% |