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 | $185,382 | $53,596+245.9% | $90,657+104.5% | $64,173+188.9% |
| Participation rate | 98.8% | 64.5%+34.3pp | 74.0%+24.8pp | 69.6%+29.2pp |
| Annual return | -3.89% | 4.41%-8.3pp | 1.89%-5.8pp | 7.63%-11.5pp |
| Employer contribution / active EE | $6,684 | $1,503+344.7% | $2,532+164.0% | $2,381+180.8% |
| Participant deferral / active EE | $2,340 | $2,459-4.8% | $3,424-31.7% | $3,470-32.5% |
| Admin fee / account holder | $6,654 | $3,868+72.0% | $4,994+33.2% | $4,887+36.2% |