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 | $26,705 | $61,815-56.8% | $97,295-72.6% | $80,959-67.0% |
| Participation rate | 80.0% | 63.5%+16.5pp | 72.7%+7.3pp | 67.7%+12.3pp |
| Annual return | 17.29% | -558.73%+576.0pp | 75.62%-58.3pp | 35.67%-18.4pp |
| Employer contribution / active EE | $1,041 | $1,836-43.3% | $2,723-61.8% | $2,757-62.3% |
| Participant deferral / active EE | $2,619 | $3,027-13.5% | $4,264-38.6% | $4,300-39.1% |
| Admin fee / account holder | $1,472 | $5,166-71.5% | $5,646-73.9% | $6,925-78.7% |