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 | $128,448 | $71,873+78.7% | $86,698+48.2% | $68,490+87.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 4.93% | 3.54%+1.4pp | 35.96%-31.0pp | -7.85%+12.8pp |
| Employer contribution / active EE | $1,724 | $2,173-20.7% | $2,837-39.2% | $2,597-33.6% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $7,477 | $6,110+22.4% | $7,492-0.2% | $5,403+38.4% |