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 | $154,734 | $86,701+78.5% | $73,309+111.1% | $125,389+23.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 0.46% | 2.78%-2.3pp | 5.67%-5.2pp | 282.24%-281.8pp |
| Employer contribution / active EE | $3,286 | $4,152-20.9% | $3,237+1.5% | $4,866-32.5% |
| Participant deferral / active EE | $3,482 | $5,549-37.3% | $4,991-30.2% | $5,352-34.9% |
| Admin fee / account holder | $5,001 | $7,768-35.6% | $5,635-11.3% | $9,541-47.6% |