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 | $226,712 | $90,486+150.6% | $78,676+188.2% | $273,972-17.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 2.82% | 75.62%-72.8pp | 62.19%-59.4pp | 41.46%-38.6pp |
| Employer contribution / active EE | $18,085 | $3,175+469.6% | $2,850+534.5% | $4,869+271.4% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,781 | $5,263-47.2% | $4,510-38.3% | $10,133-72.6% |