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 | $25,746 | $84,518-69.5% | $67,704-62.0% | $125,389-79.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | 1.16% | 2.57%-1.4pp | 25.41%-24.2pp | 282.24%-281.1pp |
| Employer contribution / active EE | $779 | $3,292-76.4% | $2,559-69.6% | $4,866-84.0% |
| Participant deferral / active EE | $2,342 | $4,430-47.1% | $3,585-34.7% | $5,352-56.2% |
| Admin fee / account holder | $2,370 | $5,340-55.6% | $4,255-44.3% | $9,541-75.2% |