Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $23,712 | $40,275-41.1% | $57,356-58.7% | $59,633-60.2% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 0.74% | 27.52%-26.8pp | 24.41%-23.7pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,411 | $2,400+0.5% | $3,162-23.7% | $3,192-24.5% |
| Admin fee / account holder | $405 | $2,820-85.6% | $3,357-87.9% | $4,297-90.6% |