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 | $91,837 | $69,541+32.1% | $59,899+53.3% | $135,380-32.2% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.7%-3.3pp | 82.6%-11.2pp |
| Annual return | 0.43% | 7.95%-7.5pp | 3.46%-3.0pp | 519.81%-519.4pp |
| Employer contribution / active EE | $16,126 | $3,236+398.3% | $2,723+492.3% | $4,779+237.4% |
| Participant deferral / active EE | $10,614 | $4,206+152.4% | $3,402+211.9% | $5,609+89.2% |
| Admin fee / account holder | $149,549 | $5,737+2506.7% | $3,592+4063.1% | $10,828+1281.1% |