Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $63,500 | $106,280-40.3% | $96,538-34.2% | $139,487-54.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 0.00% | 38.48%-38.5pp | 35.74%-35.7pp | 373.84%-373.8pp |
| Employer contribution / active EE | $3,107 | $4,107-24.3% | $3,740-16.9% | $4,755-34.7% |
| Participant deferral / active EE | $8,987 | $5,457+64.7% | $4,880+84.1% | $6,713+33.9% |
| Admin fee / account holder | $361 | $7,888-95.4% | $6,737-94.6% | $11,407-96.8% |