Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $28,337 | $110,410-74.3% | $102,437-72.3% | $145,897-80.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 19.23% | 24.85%-5.6pp | 24.95%-5.7pp | 552.29%-533.1pp |
| Employer contribution / active EE | $1,743 | $4,217-58.7% | $3,871-55.0% | $4,663-62.6% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,585 | $9,745-83.7% | $8,388-81.1% | $13,390-88.2% |