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 | $18,136 | $75,832-76.1% | $147,618-87.7% | $59,633-69.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -2.12% | 0.37%-2.5pp | 61.98%-64.1pp | 2041.40%-2043.5pp |
| Employer contribution / active EE | $351 | $3,485-89.9% | $5,565-93.7% | $2,203-84.1% |
| Participant deferral / active EE | $1,739 | $3,131-44.4% | $4,895-64.5% | $3,192-45.5% |
| Admin fee / account holder | $2,197 | $5,986-63.3% | $11,612-81.1% | $4,297-48.9% |