Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $46,535 | $51,638-9.9% | $129,406-64.0% | $80,959-42.5% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 11.27% | 20.78%-9.5pp | 9468.18%-9456.9pp | 35.67%-24.4pp |
| Employer contribution / active EE | $2,557 | $1,584+61.5% | $4,155-38.5% | $2,757-7.3% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,167-100.0% | $4,300-100.0% |
| Admin fee / account holder | $367 | $4,313-91.5% | $7,689-95.2% | $6,925-94.7% |