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 | $116,580 | $94,529+23.3% | $140,019-16.7% | $64,173+81.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 1.11% | 7.77%-6.7pp | 651.17%-650.1pp | 7.63%-6.5pp |
| Employer contribution / active EE | $3,837 | $3,812+0.6% | $5,605-31.6% | $2,381+61.1% |
| Participant deferral / active EE | $6,024 | $5,250+14.7% | $6,927-13.0% | $3,470+73.6% |
| Admin fee / account holder | $12,344 | $6,741+83.1% | $10,705+15.3% | $4,887+152.6% |