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 | $212,417 | $73,019+190.9% | $90,766+134.0% | $68,490+210.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | 3.53% | -13.81%+17.3pp | -12.16%+15.7pp | -7.85%+11.4pp |
| Employer contribution / active EE | $4,000 | $2,193+82.4% | $2,922+36.9% | $2,597+54.0% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,497 | $5,897-40.7% | $8,446-58.6% | $5,403-35.3% |