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 | $22,952 | $99,032-76.8% | $80,022-71.3% | $135,379-83.0% |
| Participation rate | 91.3% | 78.4%+12.9pp | 75.8%+15.5pp | 82.6%+8.7pp |
| Annual return | 5.12% | 15.39%-10.3pp | 11.22%-6.1pp | 519.79%-514.7pp |
| Employer contribution / active EE | $1,522 | $3,043-50.0% | $2,468-38.3% | $4,779-68.2% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,686-100.0% | $5,609-100.0% |
| Admin fee / account holder | $406 | $10,436-96.1% | $6,521-93.8% | $10,828-96.3% |