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 | $48,799 | $127,387-61.7% | $115,038-57.6% | $125,389-61.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.41% | 31.28%-32.7pp | 26.14%-27.6pp | 282.24%-283.7pp |
| Employer contribution / active EE | $4,304 | $5,166-16.7% | $4,608-6.6% | $4,866-11.6% |
| Participant deferral / active EE | $20,295 | $6,423+216.0% | $6,026+236.8% | $5,352+279.2% |
| Admin fee / account holder | $518 | $9,516-94.6% | $8,175-93.7% | $9,541-94.6% |