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 | $182,377 | $92,219+97.8% | $76,768+137.6% | $135,379+34.7% |
| Participation rate | 95.5% | 79.8%+15.7pp | 77.0%+18.5pp | 82.6%+12.8pp |
| Annual return | 5.31% | 5.46%-0.2pp | 2.43%+2.9pp | 519.79%-514.5pp |
| Employer contribution / active EE | $1,136 | $3,216-64.7% | $2,485-54.3% | $4,779-76.2% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $27,524 | $10,749+156.1% | $6,675+312.3% | $10,828+154.2% |