Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $43,546 | $65,367-33.4% | $92,915-53.1% | $72,976-40.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.45%-109.4pp | 81.02%-81.0pp |
| Employer contribution / active EE | $2,044 | $2,594-21.2% | $3,653-44.1% | $2,440-16.2% |
| Participant deferral / active EE | $4,182 | $3,128+33.7% | $4,238-1.3% | $3,608+15.9% |
| Admin fee / account holder | $712 | $4,251-83.2% | $5,796-87.7% | $5,124-86.1% |