Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $50,750 | $57,352-11.5% | $83,831-39.5% | $64,173-20.9% |
| Participation rate | 92.9% | 68.6%+24.3pp | 76.1%+16.7pp | 69.6%+23.3pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.99%-851.0pp | 7.63%-7.6pp |
| Employer contribution / active EE | $41,032 | $2,546+1511.9% | $3,631+1030.0% | $2,381+1623.4% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $20,839 | $4,046+415.0% | $5,479+280.4% | $4,887+326.4% |