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 | $54,551 | $95,188-42.7% | $76,518-28.7% | $135,379-59.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 10.55% | 4.85%+5.7pp | -0.27%+10.8pp | 519.79%-509.2pp |
| Employer contribution / active EE | $1,923 | $3,303-41.8% | $2,647-27.4% | $4,779-59.8% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $3,836-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,674 | $6,249-73.2% | $4,849-65.5% | $10,828-84.5% |