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 | $26,574 | $81,643-67.5% | $70,462-62.3% | $158,950-83.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 12.62% | 208.51%-195.9pp | 109.08%-96.5pp | 302.91%-290.3pp |
| Employer contribution / active EE | $530 | $3,218-83.5% | $2,737-80.6% | $4,762-88.9% |
| Participant deferral / active EE | $2,304 | $4,555-49.4% | $3,710-37.9% | $5,983-61.5% |
| Admin fee / account holder | $667 | $6,194-89.2% | $3,845-82.7% | $11,248-94.1% |