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 | $132,274 | $72,177+83.3% | $115,037+15.0% | $59,633+121.8% |
| Participation rate | 87.7% | 72.6%+15.1pp | 81.4%+6.3pp | 68.7%+19.0pp |
| Annual return | 0.59% | 12.02%-11.4pp | 26.14%-25.6pp | 2041.40%-2040.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,833 | $4,783+1.1% | $6,026-19.8% | $3,192+51.4% |
| Admin fee / account holder | $2,930 | $4,927-40.5% | $8,175-64.2% | $4,297-31.8% |