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 | $171,906 | $83,908+104.9% | $68,509+150.9% | $125,389+37.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -0.26% | 14.48%-14.7pp | 8.27%-8.5pp | 282.24%-282.5pp |
| Employer contribution / active EE | $2,936 | $3,031-3.1% | $2,278+28.9% | $4,866-39.7% |
| Participant deferral / active EE | $11,745 | $4,125+184.7% | $3,382+247.2% | $5,352+119.5% |
| Admin fee / account holder | $3,849 | $8,982-57.2% | $5,275-27.0% | $9,541-59.7% |