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 | $81,698 | $62,589+30.5% | $76,768+6.4% | $64,173+27.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 0.12% | -1.95%+2.1pp | 2.43%-2.3pp | 7.63%-7.5pp |
| Employer contribution / active EE | $5,877 | $1,832+220.8% | $2,485+136.5% | $2,381+146.9% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5,192 | $4,667+11.2% | $6,675-22.2% | $4,887+6.2% |