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 | $29,272 | $72,177-59.4% | $115,038-74.6% | $59,633-50.9% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -0.22% | 12.02%-12.2pp | 26.14%-26.4pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $1,038 | $2,841-63.5% | $4,608-77.5% | $2,203-52.9% |
| Participant deferral / active EE | $2,601 | $4,783-45.6% | $6,026-56.8% | $3,192-18.5% |
| Admin fee / account holder | $1,496 | $4,927-69.6% | $8,175-81.7% | $4,297-65.2% |