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 | $168,417 | $76,834+119.2% | $108,359+55.4% | $87,485+92.5% |
| Participation rate | 100.0% | 61.7%+38.3pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 13.21% | 19.09%-5.9pp | 36.89%-23.7pp | 26.06%-12.8pp |
| Employer contribution / active EE | $5,455 | $1,556+250.5% | $2,399+127.3% | $2,596+110.1% |
| Participant deferral / active EE | $0 | $3,100-100.0% | $4,137-100.0% | $4,274-100.0% |
| Admin fee / account holder | $9,749 | $6,537+49.1% | $9,741+0.1% | $7,775+25.4% |