Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $13,268 | $100,203-86.8% | $85,240-84.4% | $145,897-90.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 8.20% | 84.28%-76.1pp | 66.75%-58.6pp | 552.29%-544.1pp |
| Employer contribution / active EE | $1,763 | $3,242-45.6% | $2,735-35.5% | $4,663-62.2% |
| Participant deferral / active EE | $2,735 | $5,299-48.4% | $4,527-39.6% | $6,689-59.1% |
| Admin fee / account holder | $1,235 | $7,265-83.0% | $6,165-80.0% | $13,390-90.8% |