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 | $187,844 | $127,096+47.8% | $105,736+77.7% | $135,380+38.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 3.32% | 4.49%-1.2pp | 6.27%-3.0pp | 519.81%-516.5pp |
| Employer contribution / active EE | $7,096 | $4,107+72.8% | $3,268+117.1% | $4,779+48.5% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $10,554 | $9,087+16.1% | $6,913+52.7% | $10,828-2.5% |