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 | $54,440 | $176,402-69.1% | $134,162-59.4% | $158,966-65.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 6.41% | 63.66%-57.2pp | 36.35%-29.9pp | 302.95%-296.5pp |
| Employer contribution / active EE | $2,280 | $5,042-54.8% | $3,705-38.5% | $4,762-52.1% |
| Participant deferral / active EE | $3,201 | $4,093-21.8% | $3,500-8.5% | $5,983-46.5% |
| Admin fee / account holder | $137,247 | $8,719+1474.1% | $6,685+1952.9% | $11,250+1120.0% |