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 | $28,018 | $51,631-45.7% | $129,397-78.3% | $80,925-65.4% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 13.53% | 20.77%-7.2pp | 9453.98%-9440.4pp | 35.65%-22.1pp |
| Employer contribution / active EE | $1,989 | $1,583+25.6% | $4,154-52.1% | $2,756-27.8% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,167-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,434 | $4,309+26.1% | $7,679-29.2% | $6,940-21.7% |