Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $233,475 | $92,219+153.2% | $76,767+204.1% | $135,380+72.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 5.89% | 5.46%+0.4pp | 2.43%+3.5pp | 519.81%-513.9pp |
| Employer contribution / active EE | $1,741 | $3,216-45.9% | $2,485-30.0% | $4,779-63.6% |
| Participant deferral / active EE | $9,716 | $4,508+115.5% | $3,852+152.3% | $5,609+73.2% |
| Admin fee / account holder | $53,842 | $10,749+400.9% | $6,675+706.6% | $10,828+397.2% |