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 | $10,667 | $58,275-81.7% | $81,844-87.0% | $80,935-86.8% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 12.78% | 41.82%-29.0pp | 778.87%-766.1pp | 35.66%-22.9pp |
| Employer contribution / active EE | $931 | $2,346-60.3% | $2,916-68.1% | $2,757-66.2% |
| Participant deferral / active EE | $973 | $3,285-70.4% | $4,323-77.5% | $4,299-77.4% |
| Admin fee / account holder | $3,705 | $4,749-22.0% | $7,355-49.6% | $6,924-46.5% |