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 | $16,131 | $39,162-58.8% | $100,671-84.0% | $59,633-72.9% |
| Participation rate | 100.0% | 55.9%+44.1pp | 70.7%+29.3pp | 68.7%+31.3pp |
| Annual return | 0.67% | 21.07%-20.4pp | 20.43%-19.8pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $455 | $1,151-60.5% | $4,012-88.7% | $2,203-79.3% |
| Participant deferral / active EE | $746 | $1,992-62.6% | $3,144-76.3% | $3,192-76.6% |
| Admin fee / account holder | $363 | $2,969-87.8% | $4,850-92.5% | $4,297-91.5% |