Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $38,679 | $158,852-75.7% | $121,220-68.1% | $135,380-71.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | 10.47% | -0.64%+11.1pp | 16.94%-6.5pp | 519.81%-509.3pp |
| Employer contribution / active EE | $2,127 | $5,666-62.5% | $4,023-47.1% | $4,779-55.5% |
| Participant deferral / active EE | $269 | $4,006-93.3% | $3,345-92.0% | $5,609-95.2% |
| Admin fee / account holder | $22,396 | $6,515+243.8% | $5,021+346.1% | $10,828+106.8% |