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 | $174,061 | $81,476+113.6% | $102,383+70.0% | $80,925+115.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 16.25% | 25.59%-9.3pp | 24.94%-8.7pp | 35.65%-19.4pp |
| Employer contribution / active EE | $14,815 | $3,105+377.2% | $3,870+282.8% | $2,756+437.5% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,595 | $6,717-31.6% | $8,391-45.2% | $6,940-33.8% |