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 | $120,902 | $99,345+21.7% | $84,753+42.7% | $273,972-55.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.29% | 22.93%-19.6pp | 22.78%-19.5pp | 41.46%-38.2pp |
| Employer contribution / active EE | $8,792 | $4,214+108.6% | $3,574+146.0% | $4,869+80.6% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,763 | $6,645-73.5% | $5,333-66.9% | $10,133-82.6% |