Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $132,377 | $49,177+169.2% | $79,467+66.6% | $64,173+106.3% |
| Participation rate | 89.1% | 65.0%+24.1pp | 73.3%+15.8pp | 69.6%+19.6pp |
| Annual return | 5.90% | -1.16%+7.1pp | 718.30%-712.4pp | 7.63%-1.7pp |
| Employer contribution / active EE | $2,851 | $2,076+37.3% | $2,800+1.8% | $2,381+19.7% |
| Participant deferral / active EE | $4,216 | $2,821+49.4% | $3,704+13.8% | $3,470+21.5% |
| Admin fee / account holder | $13,310 | $3,839+246.7% | $5,104+160.8% | $4,887+172.3% |