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 | $119,134 | $48,364+146.3% | $71,796+65.9% | $62,881+89.5% |
| Participation rate | 93.0% | 60.6%+32.4pp | 69.1%+23.9pp | 69.3%+23.7pp |
| Annual return | 7.28% | 13.16%-5.9pp | 78.04%-70.8pp | 20.14%-12.9pp |
| Employer contribution / active EE | $10,000 | $1,042+859.8% | $1,924+419.6% | $2,281+338.4% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $13,916 | $3,771+269.0% | $4,815+189.0% | $4,296+223.9% |