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 | $12,594 | $84,684-85.1% | $73,835-82.9% | $125,388-90.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 1.34% | 3123.93%-3122.6pp | 2268.13%-2266.8pp | 282.24%-280.9pp |
| Employer contribution / active EE | $1,935 | $3,123-38.1% | $2,788-30.6% | $4,866-60.2% |
| Participant deferral / active EE | $2,566 | $3,993-35.7% | $3,583-28.4% | $5,352-52.1% |
| Admin fee / account holder | $1,202 | $5,691-78.9% | $4,880-75.4% | $9,541-87.4% |