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 | $59,884 | $167,353-64.2% | $143,797-58.4% | $134,545-55.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 1.36% | 0.48%+0.9pp | -0.04%+1.4pp | 418.37%-417.0pp |
| Employer contribution / active EE | $6,001 | $5,620+6.8% | $4,952+21.2% | $4,742+26.6% |
| Participant deferral / active EE | $4,252 | $6,447-34.1% | $5,638-24.6% | $6,401-33.6% |
| Admin fee / account holder | $5,251 | $18,096-71.0% | $14,679-64.2% | $11,431-54.1% |