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 | $171,050 | $43,338+294.7% | $59,887+185.6% | $64,173+166.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -1.67% | -1.55%-0.1pp | 3.46%-5.1pp | 7.63%-9.3pp |
| Employer contribution / active EE | $4,185 | $2,030+106.2% | $2,722+53.7% | $2,381+75.8% |
| Participant deferral / active EE | $6,588 | $2,547+158.6% | $3,402+93.7% | $3,470+89.9% |
| Admin fee / account holder | $26,619 | $3,007+785.1% | $3,591+641.2% | $4,887+444.7% |