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 | $48,284-70.0% | $67,524-78.6% | $80,911-82.1% |
| Participation rate | 98.2% | 66.4%+31.8pp | 72.9%+25.3pp | 67.6%+30.5pp |
| Annual return | 12.12% | 18.27%-6.2pp | 3519.41%-3507.3pp | 35.63%-23.5pp |
| Employer contribution / active EE | $873 | $2,021-56.8% | $2,734-68.1% | $2,756-68.3% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,001-100.0% | $4,297-100.0% |
| Admin fee / account holder | $697 | $3,688-81.1% | $4,001-82.6% | $6,935-90.0% |