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 | $20,662 | $84,684-75.6% | $73,835-72.0% | $125,388-83.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 1.08% | 3123.93%-3122.9pp | 2268.13%-2267.0pp | 282.24%-281.2pp |
| Employer contribution / active EE | $2,090 | $3,123-33.1% | $2,788-25.0% | $4,866-57.1% |
| Participant deferral / active EE | $5,007 | $3,993+25.4% | $3,583+39.7% | $5,352-6.4% |
| Admin fee / account holder | $1,633 | $5,691-71.3% | $4,880-66.5% | $9,541-82.9% |