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 | $202,250 | $127,387+58.8% | $115,038+75.8% | $125,389+61.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.70% | 31.28%-29.6pp | 26.14%-24.4pp | 282.24%-280.5pp |
| Employer contribution / active EE | $4,865 | $5,166-5.8% | $4,608+5.6% | $4,8660% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $9,721 | $9,516+2.1% | $8,175+18.9% | $9,541+1.9% |