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 | $16,389 | $75,832-78.4% | $147,617-88.9% | $59,633-72.5% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.51% | 0.37%-1.9pp | 61.98%-63.5pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $1,648 | $3,485-52.7% | $5,564-70.4% | $2,203-25.2% |
| Participant deferral / active EE | $1,875 | $3,131-40.1% | $4,895-61.7% | $3,192-41.2% |
| Admin fee / account holder | $1,450 | $5,986-75.8% | $11,612-87.5% | $4,297-66.3% |