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 | $202,339 | $184,014+10.0% | $161,149+25.6% | $138,895+45.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 14.37% | 21.52%-7.1pp | 21.16%-6.8pp | 145.39%-131.0pp |
| Employer contribution / active EE | $26,395 | $5,055+422.1% | $4,360+505.4% | $4,194+529.3% |
| Participant deferral / active EE | $0 | $6,909-100.0% | $6,153-100.0% | $6,396-100.0% |
| Admin fee / account holder | $34,201 | $18,027+89.7% | $15,194+125.1% | $12,562+172.3% |