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 | $11,894 | $97,125-87.8% | $86,233-86.2% | $137,256-91.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 15.15% | 74.19%-59.0pp | 61.39%-46.2pp | 220.34%-205.2pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,327 | $5,180-55.1% | $4,559-49.0% | $6,407-63.7% |
| Admin fee / account holder | $2,623 | $9,725-73.0% | $8,342-68.6% | $12,270-78.6% |