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 | $128,037 | $56,339+127.3% | $104,301+22.8% | $68,486+87.0% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | 3.18% | -9.19%+12.4pp | 24.61%-21.4pp | -7.85%+11.0pp |
| Employer contribution / active EE | $8,108 | $1,960+313.7% | $3,373+140.4% | $2,597+212.3% |
| Participant deferral / active EE | $0 | $3,077-100.0% | $4,626-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,330 | $4,902-52.5% | $7,340-68.3% | $5,404-56.9% |