Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $67,672 | $73,839-8.4% | $143,788-52.9% | $68,495-1.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.03%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $5,390 | $3,184+69.3% | $4,952+8.8% | $2,596+107.6% |
| Participant deferral / active EE | $4,684 | $3,384+38.4% | $5,638-16.9% | $4,028+16.3% |
| Admin fee / account holder | $6,548 | $5,755+13.8% | $14,675-55.4% | $5,403+21.2% |