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 | $131,098 | $69,518+88.6% | $59,887+118.9% | $135,379-3.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 0.45% | 7.95%-7.5pp | 3.46%-3.0pp | 519.79%-519.3pp |
| Employer contribution / active EE | $456 | $3,235-85.9% | $2,722-83.3% | $4,779-90.5% |
| Participant deferral / active EE | $2,514 | $4,204-40.2% | $3,402-26.1% | $5,609-55.2% |
| Admin fee / account holder | $1,637 | $5,734-71.5% | $3,591-54.4% | $10,828-84.9% |