Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $42,452 | $90,486-53.1% | $78,676-46.0% | $273,972-84.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 2.55% | 75.62%-73.1pp | 62.19%-59.6pp | 41.46%-38.9pp |
| Employer contribution / active EE | $4,766 | $3,175+50.1% | $2,850+67.2% | $4,869-2.1% |
| Participant deferral / active EE | $5,918 | $3,901+51.7% | $3,517+68.3% | $5,287+11.9% |
| Admin fee / account holder | $94,606 | $5,263+1697.5% | $4,510+1997.7% | $10,133+833.7% |