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 | $104,353 | $65,704+58.8% | $94,229+10.7% | $59,633+75.0% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -0.99% | 5.22%-6.2pp | 10.68%-11.7pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $3,871 | $2,021+91.6% | $3,587+7.9% | $2,203+75.7% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $5,059 | $4,265+18.6% | $6,269-19.3% | $4,297+17.7% |