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 | $22,285 | $71,230-68.7% | $93,727-76.2% | $80,959-72.5% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 11.15% | 11.26%-0.1pp | 133.83%-122.7pp | 35.67%-24.5pp |
| Employer contribution / active EE | $498 | $1,565-68.2% | $2,421-79.4% | $2,757-81.9% |
| Participant deferral / active EE | $1,364 | $4,037-66.2% | $4,417-69.1% | $4,300-68.3% |
| Admin fee / account holder | $5,054 | $6,961-27.4% | $8,292-39.0% | $6,925-27.0% |