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 | $138,758 | $43,338+220.2% | $59,887+131.7% | $64,173+116.2% |
| Participation rate | 96.7% | 69.2%+27.6pp | 74.7%+22.0pp | 69.6%+27.2pp |
| Annual return | -1.15% | -1.55%+0.4pp | 3.46%-4.6pp | 7.63%-8.8pp |
| Employer contribution / active EE | $1,632 | $2,030-19.6% | $2,722-40.1% | $2,381-31.5% |
| Participant deferral / active EE | $1,944 | $2,547-23.7% | $3,402-42.9% | $3,470-44.0% |
| Admin fee / account holder | $21,113 | $3,007+602.0% | $3,591+487.9% | $4,887+332.0% |