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 | $20,689 | $92,219-77.6% | $76,767-73.0% | $135,380-84.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 10.99% | 5.46%+5.5pp | 2.43%+8.6pp | 519.81%-508.8pp |
| Employer contribution / active EE | $5,408 | $3,216+68.2% | $2,485+117.6% | $4,779+13.2% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,507 | $10,749-58.1% | $6,675-32.5% | $10,828-58.4% |