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 | $144,716 | $81,487+77.6% | $102,412+41.3% | $80,935+78.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 10.93% | 25.60%-14.7pp | 24.94%-14.0pp | 35.66%-24.7pp |
| Employer contribution / active EE | $24,296 | $3,103+683.0% | $3,870+527.8% | $2,757+781.3% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $903 | $6,717-86.6% | $8,388-89.2% | $6,924-87.0% |