Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $130,840 | $59,819+118.7% | $79,583+64.4% | $68,490+91.0% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | 6.62% | -12.30%+18.9pp | 0.16%+6.5pp | -7.85%+14.5pp |
| Employer contribution / active EE | $1,037 | $1,505-31.1% | $2,414-57.0% | $2,597-60.1% |
| Participant deferral / active EE | $0 | $3,025-100.0% | $3,986-100.0% | $4,028-100.0% |
| Admin fee / account holder | $816 | $4,835-83.1% | $6,835-88.1% | $5,403-84.9% |