Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $58,091 | $123,793-53.1% | $177,848-67.3% | $79,856-27.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 14.15% | 22.82%-8.7pp | 48.33%-34.2pp | 31.71%-17.6pp |
| Employer contribution / active EE | $8,157 | $4,095+99.2% | $5,919+37.8% | $2,471+230.1% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $5,212 | $7,243-28.0% | $12,431-58.1% | $5,306-1.8% |