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 | $126,190 | $43,338+191.2% | $59,887+110.7% | $64,173+96.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -5.29% | -1.55%-3.7pp | 3.46%-8.8pp | 7.63%-12.9pp |
| Employer contribution / active EE | $4,864 | $2,030+139.6% | $2,722+78.7% | $2,381+104.3% |
| Participant deferral / active EE | $5,653 | $2,547+121.9% | $3,402+66.2% | $3,470+62.9% |
| Admin fee / account holder | $4,381 | $3,007+45.7% | $3,591+22.0% | $4,887-10.4% |