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 | $79,650 | $52,678+51.2% | $75,784+5.1% | $59,633+33.6% |
| Participation rate | 88.9% | 67.2%+21.7pp | 75.8%+13.1pp | 68.7%+20.2pp |
| Annual return | 1.46% | 2.95%-1.5pp | 9.68%-8.2pp | 2041.40%-2039.9pp |
| Employer contribution / active EE | $10,556 | $2,193+381.3% | $3,323+217.6% | $2,203+379.2% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $17,909 | $3,610+396.1% | $5,300+237.9% | $4,297+316.8% |