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 | $126,058 | $52,911+138.2% | $73,309+72.0% | $59,633+111.4% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.9%+25.1pp | 68.7%+31.3pp |
| Annual return | -0.54% | 12.20%-12.7pp | 5.67%-6.2pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $2,620 | $1,909+37.3% | $3,237-19.1% | $2,203+18.9% |
| Participant deferral / active EE | $7,431 | $4,069+82.6% | $4,991+48.9% | $3,192+132.8% |
| Admin fee / account holder | $25,983 | $3,835+577.5% | $5,635+361.1% | $4,297+504.7% |