Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $102,016 | $43,344+135.4% | $59,899+70.3% | $64,173+59.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 6.01% | -1.55%+7.6pp | 3.46%+2.6pp | 7.63%-1.6pp |
| Employer contribution / active EE | $6,319 | $2,030+211.3% | $2,723+132.1% | $2,381+165.4% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $13,666 | $3,008+354.3% | $3,592+280.4% | $4,887+179.6% |