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 | $66,265 | $117,895-43.8% | $102,460-35.3% | $145,897-54.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.19% | 31.92%-21.7pp | 29.47%-19.3pp | 552.29%-542.1pp |
| Employer contribution / active EE | $13,685 | $3,619+278.1% | $3,025+352.4% | $4,663+193.5% |
| Participant deferral / active EE | $2,276 | $5,736-60.3% | $5,056-55.0% | $6,689-66.0% |
| Admin fee / account holder | $643 | $13,353-95.2% | $9,460-93.2% | $13,390-95.2% |