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 | $85,119 | $48,078+77.0% | $78,676+8.2% | $62,881+35.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 5.68% | 31.36%-25.7pp | 62.19%-56.5pp | 20.14%-14.5pp |
| Employer contribution / active EE | $7,051 | $2,015+250.0% | $2,850+147.4% | $2,281+209.1% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,472 | $3,206-54.1% | $4,510-67.4% | $4,296-65.7% |