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 | $7,291 | $94,439-92.3% | $73,658-90.1% | $154,746-95.3% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 5.22% | 28.25%-23.0pp | 29.72%-24.5pp | 172.34%-167.1pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,932 | $2,527+95.2% | $2,062+139.2% | $6,730-26.7% |
| Admin fee / account holder | $16,034 | $3,843+317.2% | $3,357+377.7% | $14,365+11.6% |