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 | $14,470 | $48,314-70.0% | $67,561-78.6% | $80,925-82.1% |
| Participation rate | 98.2% | 66.4%+31.8pp | 72.9%+25.3pp | 67.7%+30.5pp |
| Annual return | 12.12% | 18.28%-6.2pp | 3525.44%-3513.3pp | 35.65%-23.5pp |
| Employer contribution / active EE | $873 | $2,022-56.8% | $2,735-68.1% | $2,756-68.3% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $697 | $3,690-81.1% | $4,006-82.6% | $6,940-90.0% |