Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $157,809 | $124,330+26.9% | $109,173+44.5% | $167,536-5.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.65% | 26.04%-11.4pp | 25.75%-11.1pp | 478.82%-464.2pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $16,328 | $5,256+210.6% | $4,654+250.8% | $6,342+157.4% |
| Admin fee / account holder | $1,655 | $7,974-79.2% | $6,755-75.5% | $12,315-86.6% |