Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $118,805 | $61,660+92.7% | $80,022+48.5% | $64,181+85.1% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 13.34% | -0.33%+13.7pp | 11.22%+2.1pp | 7.63%+5.7pp |
| Employer contribution / active EE | $3,142 | $1,810+73.6% | $2,468+27.3% | $2,381+32.0% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,843 | $5,417-29.1% | $6,521-41.1% | $4,887-21.4% |