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 | $218,155 | $72,177+202.3% | $115,038+89.6% | $59,633+265.8% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 0.48% | 12.02%-11.5pp | 26.14%-25.7pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $1,611 | $2,841-43.3% | $4,608-65.0% | $2,203-26.9% |
| Participant deferral / active EE | $9,462 | $4,783+97.8% | $6,026+57.0% | $3,192+196.5% |
| Admin fee / account holder | $10,435 | $4,927+111.8% | $8,175+27.6% | $4,297+142.8% |