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 | $36,089 | $83,908-57.0% | $68,509-47.3% | $125,388-71.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | 2.04% | 14.48%-12.4pp | 8.27%-6.2pp | 282.24%-280.2pp |
| Employer contribution / active EE | $909 | $3,031-70.0% | $2,278-60.1% | $4,866-81.3% |
| Participant deferral / active EE | $0 | $4,125-100.0% | $3,382-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,524 | $8,982-83.0% | $5,275-71.1% | $9,541-84.0% |