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 | $12,856 | $45,041-71.5% | $63,003-79.6% | $70,131-81.7% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 12.47% | 18.76%-6.3pp | 87.59%-75.1pp | 73.14%-60.7pp |
| Employer contribution / active EE | $1,338 | $2,052-34.8% | $2,760-51.5% | $2,342-42.9% |
| Participant deferral / active EE | $1,441 | $2,465-41.6% | $3,329-56.7% | $3,332-56.8% |
| Admin fee / account holder | $1,363 | $2,836-51.9% | $3,600-62.1% | $4,645-70.6% |