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 | $138,838 | $58,493+137.4% | $84,023+65.2% | $72,976+90.3% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 17.52% | 28.93%-11.4pp | 71.32%-53.8pp | 81.02%-63.5pp |
| Employer contribution / active EE | $10,342 | $1,163+789.3% | $1,984+421.3% | $2,440+323.9% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,339 | $4,569-48.8% | $6,102-61.7% | $5,124-54.4% |