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 | $231,786 | $72,273+220.7% | $101,275+128.9% | $79,856+190.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 19.17% | 22.30%-3.1pp | 46.48%-27.3pp | 31.71%-12.5pp |
| Employer contribution / active EE | $21,605 | $2,691+702.8% | $3,660+490.3% | $2,471+774.3% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $4,074 | $4,401-7.4% | $5,948-31.5% | $5,306-23.2% |