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 | $21,681 | $106,918-79.7% | $84,021-74.2% | $152,897-85.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 32.71% | 105.01%-72.3pp | 71.32%-38.6pp | 345.43%-312.7pp |
| Employer contribution / active EE | $1,250 | $2,735-54.3% | $1,984-37.0% | $4,764-73.8% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,947 | $8,288-64.4% | $6,102-51.7% | $11,599-74.6% |