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 | $34,088 | $85,766-60.3% | $136,298-75.0% | $70,126-51.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.25% | 31.46%-16.2pp | 5156.27%-5141.0pp | 73.15%-57.9pp |
| Employer contribution / active EE | $1,340 | $2,966-54.8% | $4,696-71.5% | $2,343-42.8% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,385 | $5,421-74.4% | $9,244-85.0% | $4,645-70.2% |