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 | $28,837 | $99,032-70.9% | $80,022-64.0% | $135,380-78.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 11.85% | 15.39%-3.5pp | 11.22%+0.6pp | 519.81%-508.0pp |
| Employer contribution / active EE | $2,402 | $3,043-21.1% | $2,468-2.7% | $4,779-49.7% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,686-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,759 | $10,436-54.4% | $6,521-27.0% | $10,828-56.0% |