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 | $179,742 | $70,430+155.2% | $96,572+86.1% | $85,851+109.4% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 14.72% | 18.58%-3.9pp | 37.79%-23.1pp | 318.63%-303.9pp |
| Employer contribution / active EE | $16,154 | $1,413+1043.0% | $2,357+585.3% | $2,565+529.7% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,850-100.0% | $3,952-100.0% |
| Admin fee / account holder | $13,193 | $4,996+164.1% | $6,183+113.4% | $6,261+110.7% |