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 | $60,824 | $90,486-32.8% | $78,676-22.7% | $273,972-77.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 2.58% | 75.62%-73.0pp | 62.19%-59.6pp | 41.46%-38.9pp |
| Employer contribution / active EE | $19,621 | $3,175+518.0% | $2,850+588.4% | $4,869+303.0% |
| Participant deferral / active EE | $8,813 | $3,901+125.9% | $3,517+150.6% | $5,287+66.7% |
| Admin fee / account holder | $343,511 | $5,263+6426.6% | $4,510+7516.6% | $10,133+3290.2% |