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 | $20,462 | $91,167-77.6% | $178,498-88.5% | $79,858-74.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.39% | 24.19%-10.8pp | 151.09%-137.7pp | 31.72%-18.3pp |
| Employer contribution / active EE | $775 | $3,255-76.2% | $5,011-84.5% | $2,471-68.6% |
| Participant deferral / active EE | $2,039 | $3,236-37.0% | $5,202-60.8% | $3,740-45.5% |
| Admin fee / account holder | $770 | $6,747-88.6% | $13,985-94.5% | $5,306-85.5% |