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 | $33,278 | $45,343-26.6% | $150,298-77.9% | $67,986-51.1% |
| Participation rate | 100.0% | 51.9%+48.1pp | 77.8%+22.2pp | 57.2%+42.8pp |
| Annual return | 12.28% | 33.28%-21.0pp | 62.79%-50.5pp | 31.67%-19.4pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $850 | $2,055-58.6% | $5,453-84.4% | $3,358-74.7% |
| Admin fee / account holder | $3,024 | $2,250+34.4% | $14,116-78.6% | $3,203-5.6% |