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 | $182,328 | $66,764+173.1% | $88,497+106.0% | $62,881+190.0% |
| Participation rate | 100.0% | 77.3%+22.7pp | 82.4%+17.6pp | 69.3%+30.7pp |
| Annual return | 9.84% | 10.37%-0.5pp | 7.63%+2.2pp | 20.14%-10.3pp |
| Employer contribution / active EE | $7,718 | $3,077+150.8% | $4,036+91.2% | $2,281+238.4% |
| Participant deferral / active EE | $0 | $3,976-100.0% | $4,899-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,771 | $4,668-62.1% | $6,220-71.5% | $4,296-58.8% |