Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $47,544 | $87,546-45.7% | $75,784-37.3% | $125,389-62.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.09% | 13.49%-13.6pp | 9.68%-9.8pp | 282.24%-282.3pp |
| Employer contribution / active EE | $4,704 | $3,930+19.7% | $3,323+41.5% | $4,866-3.3% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $10,688 | $6,503+64.4% | $5,300+101.7% | $9,541+12.0% |