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 | $22,153 | $35,209-37.1% | $181,922-87.8% | $35,209-37.1% |
| Participation rate | 100.0% | 68.0%+32.0pp | 91.6%+8.4pp | 68.0%+32.0pp |
| Annual return | 4.64% | 7.46%-2.8pp | 11.09%-6.5pp | 7.46%-2.8pp |
| Employer contribution / active EE | $2,594 | $3,546-26.8% | $8,201-68.4% | $3,546-26.8% |
| Participant deferral / active EE | $0 | $3,634-100.0% | $453-100.0% | $3,634-100.0% |
| Admin fee / account holder | $984 | $6,138-84.0% | $144,726-99.3% | $6,138-84.0% |