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 | $28,390 | $73,978-61.6% | $96,515-70.6% | $75,173-62.2% |
| Participation rate | 96.3% | 66.4%+29.9pp | 74.3%+21.9pp | 67.2%+29.1pp |
| Annual return | 16.97% | 26.72%-9.8pp | 35.73%-18.8pp | 160.72%-143.8pp |
| Employer contribution / active EE | $11,845 | $2,931+304.2% | $3,740+216.8% | $2,671+343.5% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,414 | $5,219-34.6% | $6,735-49.3% | $5,651-39.6% |