Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $106,852 | $50,947+109.7% | $74,551+43.3% | $64,173+66.5% |
| Participation rate | 80.4% | 61.1%+19.3pp | 69.1%+11.2pp | 69.6%+10.8pp |
| Annual return | 6.10% | -1.85%+8.0pp | 32.53%-26.4pp | 7.63%-1.5pp |
| Employer contribution / active EE | $4,082 | $1,115+266.0% | $1,961+108.2% | $2,381+71.5% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $20,141 | $4,221+377.2% | $5,059+298.1% | $4,887+312.1% |