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 | $31,071 | $52,519-40.8% | $155,789-80.1% | $59,632-47.9% |
| Participation rate | 100.0% | 61.7%+38.3pp | 76.1%+23.9pp | 68.7%+31.3pp |
| Annual return | 0.02% | 53.51%-53.5pp | 71.54%-71.5pp | 2041.32%-2041.3pp |
| Employer contribution / active EE | $1,596 | $1,589+0.4% | $3,839-58.4% | $2,203-27.5% |
| Participant deferral / active EE | $1,694 | $3,084-45.1% | $4,798-64.7% | $3,192-46.9% |
| Admin fee / account holder | $1,296 | $3,540-63.4% | $7,477-82.7% | $4,297-69.8% |