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 | $150,218 | $42,383+254.4% | $76,518+96.3% | $64,173+134.1% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 6.60% | -16.54%+23.1pp | -0.27%+6.9pp | 7.63%-1.0pp |
| Employer contribution / active EE | $13,317 | $1,563+751.9% | $2,647+403.0% | $2,381+459.3% |
| Participant deferral / active EE | $4,967 | $2,566+93.6% | $3,836+29.5% | $3,470+43.2% |
| Admin fee / account holder | $34,422 | $3,198+976.4% | $4,849+609.9% | $4,887+604.3% |