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 | $26,342 | $47,479-44.5% | $62,929-58.1% | $82,448-68.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 12.34% | 20.34%-8.0pp | 1063.93%-1051.6pp | 41.64%-29.3pp |
| Employer contribution / active EE | $419 | $1,885-77.8% | $2,505-83.3% | $2,551-83.6% |
| Participant deferral / active EE | $927 | $2,870-67.7% | $3,888-76.2% | $4,139-77.6% |
| Admin fee / account holder | $513 | $3,804-86.5% | $5,065-89.9% | $7,234-92.9% |