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 | $33,584 | $118,877-71.7% | $96,570-65.2% | $167,536-80.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 11.07% | 50.50%-39.4pp | 37.79%-26.7pp | 478.82%-467.7pp |
| Employer contribution / active EE | $2,222 | $3,121-28.8% | $2,357-5.7% | $4,839-54.1% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,044 | $8,069-87.1% | $6,182-83.1% | $12,315-91.5% |