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 | $123,658 | $83,485+48.1% | $125,192-1.2% | $72,975+69.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 16.76% | 25.77%-9.0pp | 43.79%-27.0pp | 81.01%-64.3pp |
| Employer contribution / active EE | $14,286 | $2,346+509.0% | $3,866+269.5% | $2,440+485.5% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,778 | $5,518-13.4% | $9,704-50.8% | $5,124-6.8% |