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 | $140,407 | $105,623+32.9% | $87,502+60.5% | $273,972-48.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 1.34% | 12.26%-10.9pp | 12.21%-10.9pp | 41.46%-40.1pp |
| Employer contribution / active EE | $7,220 | $3,141+129.9% | $2,550+183.2% | $4,869+48.3% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $23,335 | $4,781+388.1% | $4,221+452.9% | $10,133+130.3% |