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 | $55,881 | $95,193-41.3% | $76,523-27.0% | $135,382-58.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 3.65% | 4.85%-1.2pp | -0.27%+3.9pp | 519.77%-516.1pp |
| Employer contribution / active EE | $8,571 | $3,302+159.6% | $2,647+223.8% | $4,779+79.4% |
| Participant deferral / active EE | $0 | $4,639-100.0% | $3,835-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,134 | $6,249+14.2% | $4,848+47.1% | $10,829-34.1% |