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 | $40,806 | $93,346-56.3% | $71,796-43.2% | $273,972-85.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 4.98% | 130.39%-125.4pp | 78.04%-73.1pp | 41.46%-36.5pp |
| Employer contribution / active EE | $9,209 | $2,733+236.9% | $1,924+378.6% | $4,869+89.2% |
| Participant deferral / active EE | $5,516 | $3,475+58.7% | $2,794+97.4% | $5,287+4.3% |
| Admin fee / account holder | $85,371 | $6,571+1199.3% | $4,815+1673.1% | $10,133+742.5% |