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 | $160,660 | $76,551+109.9% | $123,894+29.7% | $62,881+155.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 12.27% | 18.68%-6.4pp | 47.52%-35.3pp | 20.14%-7.9pp |
| Employer contribution / active EE | $23,448 | $2,882+713.5% | $4,617+407.9% | $2,281+928.0% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $8,111 | $4,826+68.1% | $8,357-2.9% | $4,296+88.8% |