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 | $160,508 | $82,288+95.1% | $68,794+133.3% | $134,509+19.3% |
| Participation rate | 81.8% | 75.1%+6.8pp | 69.0%+12.8pp | 81.2%+0.6pp |
| Annual return | 2.50% | -2.19%+4.7pp | -6.37%+8.9pp | 418.13%-415.6pp |
| Employer contribution / active EE | $5,644 | $3,301+71.0% | $2,656+112.5% | $4,741+19.1% |
| Participant deferral / active EE | $0 | $4,738-100.0% | $3,941-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2,660 | $6,482-59.0% | $4,934-46.1% | $11,427-76.7% |