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 | $122,274 | $59,332+106.1% | $90,223+35.5% | $59,633+105.0% |
| Participation rate | 93.6% | 71.9%+21.7pp | 79.0%+14.6pp | 68.7%+24.9pp |
| Annual return | 0.24% | 3.25%-3.0pp | 1.31%-1.1pp | 2041.40%-2041.2pp |
| Employer contribution / active EE | $1,581 | $3,031-47.8% | $4,378-63.9% | $2,203-28.2% |
| Participant deferral / active EE | $11,399 | $4,369+160.9% | $5,792+96.8% | $3,192+257.2% |
| Admin fee / account holder | $1,432 | $5,032-71.5% | $7,406-80.7% | $4,297-66.7% |