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 | $29,420 | $45,152-34.8% | $73,836-60.2% | $59,633-50.7% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 1.13% | 27.40%-26.3pp | 2268.06%-2266.9pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $4,749 | $1,901+149.8% | $2,787+70.4% | $2,203+115.6% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,486 | $3,515-57.7% | $4,882-69.6% | $4,297-65.4% |