Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $167,901 | $58,848+185.3% | $88,179+90.4% | $82,637+103.2% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.1%+30.9pp | 68.1%+31.9pp |
| Annual return | 37.27% | 22.76%+14.5pp | 64.97%-27.7pp | 53.51%-16.2pp |
| Employer contribution / active EE | $23,528 | $1,678+1301.8% | $2,549+822.9% | $2,552+821.9% |
| Participant deferral / active EE | $9,951 | $3,124+218.5% | $4,614+115.7% | $4,126+141.2% |
| Admin fee / account holder | $4,320 | $4,795-9.9% | $7,673-43.7% | $7,339-41.1% |