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 | $117,852 | $82,032+43.7% | $123,104-4.3% | $59,632+97.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 0.76% | 5.12%-4.4pp | 13.22%-12.5pp | 2041.32%-2040.6pp |
| Employer contribution / active EE | $5,872 | $3,297+78.1% | $5,151+14.0% | $2,203+166.6% |
| Participant deferral / active EE | $3,830 | $4,667-17.9% | $6,230-38.5% | $3,192+20.0% |
| Admin fee / account holder | $2,426 | $5,881-58.7% | $9,015-73.1% | $4,297-43.5% |