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 | $47,223 | $49,177-4.0% | $79,467-40.6% | $64,173-26.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 15.64% | -1.16%+16.8pp | 718.30%-702.7pp | 7.63%+8.0pp |
| Employer contribution / active EE | $3,191 | $2,076+53.7% | $2,800+14.0% | $2,381+34.1% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,220 | $3,839-68.2% | $5,104-76.1% | $4,887-75.0% |