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 | $40,125 | $113,941-64.8% | $94,229-57.4% | $125,389-68.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 0.18% | 5.29%-5.1pp | 10.68%-10.5pp | 282.24%-282.1pp |
| Employer contribution / active EE | $3,986 | $4,727-15.7% | $3,587+11.1% | $4,866-18.1% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $14,203 | $8,392+69.3% | $6,269+126.5% | $9,541+48.9% |