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 | $26,641 | $52,519-49.3% | $155,789-82.9% | $59,633-55.3% |
| Participation rate | 100.0% | 61.7%+38.3pp | 76.1%+23.9pp | 68.7%+31.3pp |
| Annual return | 4.66% | 53.51%-48.8pp | 71.54%-66.9pp | 2041.45%-2036.8pp |
| Employer contribution / active EE | $1,143 | $1,589-28.1% | $3,839-70.2% | $2,203-48.1% |
| Participant deferral / active EE | $0 | $3,084-100.0% | $4,798-100.0% | $3,192-100.0% |
| Admin fee / account holder | $816 | $3,540-76.9% | $7,477-89.1% | $4,297-81.0% |