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 | $35,054 | $58,726-40.3% | $142,898-75.5% | $85,851-59.2% |
| Participation rate | 100.0% | 58.5%+41.5pp | 72.0%+28.0pp | 69.3%+30.7pp |
| Annual return | 13.55% | 27.73%-14.2pp | 5639.64%-5626.1pp | 318.63%-305.1pp |
| Employer contribution / active EE | $1,602 | $1,424+12.6% | $4,146-61.3% | $2,565-37.5% |
| Participant deferral / active EE | $0 | $2,609-100.0% | $3,838-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,628 | $4,234-61.5% | $6,560-75.2% | $6,261-74.0% |