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 | $225,456 | $62,583+260.3% | $76,767+193.7% | $64,173+251.3% |
| Participation rate | 90.9% | 72.8%+18.1pp | 77.0%+13.9pp | 69.6%+21.3pp |
| Annual return | -4.66% | -1.95%-2.7pp | 2.43%-7.1pp | 7.63%-12.3pp |
| Employer contribution / active EE | $3,408 | $1,832+86.0% | $2,485+37.1% | $2,381+43.1% |
| Participant deferral / active EE | $6,866 | $3,145+118.3% | $3,852+78.3% | $3,470+97.9% |
| Admin fee / account holder | $34,415 | $4,667+637.4% | $6,675+415.6% | $4,887+604.2% |