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 | $44,901 | $99,652-54.9% | $78,778-43.0% | $147,585-69.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 15.26% | 47.28%-32.0pp | 35.62%-20.4pp | 578.57%-563.3pp |
| Employer contribution / active EE | $667 | $2,796-76.2% | $1,986-66.4% | $4,876-86.3% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,105 | $7,155-70.6% | $5,134-59.0% | $10,885-80.7% |