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 | $173,979 | $124,330+39.9% | $109,173+59.4% | $167,536+3.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 24.42% | 26.04%-1.6pp | 25.75%-1.3pp | 478.82%-454.4pp |
| Employer contribution / active EE | $2,273 | $4,209-46.0% | $3,723-39.0% | $4,839-53.0% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $127,173 | $7,974+1494.8% | $6,755+1782.7% | $12,315+932.7% |