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 | $170,581 | $73,839+131.0% | $143,788+18.6% | $68,495+149.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 3.85% | 1.01%+2.8pp | -0.03%+3.9pp | -7.84%+11.7pp |
| Employer contribution / active EE | $10,849 | $3,184+240.7% | $4,952+119.1% | $2,596+317.9% |
| Participant deferral / active EE | $6,031 | $3,384+78.2% | $5,638+7.0% | $4,028+49.7% |
| Admin fee / account holder | $35,834 | $5,755+522.7% | $14,675+144.2% | $5,403+563.2% |