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 | $19,012 | $87,546-78.3% | $75,784-74.9% | $125,389-84.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.09% | 13.49%-13.6pp | 9.68%-9.8pp | 282.24%-282.3pp |
| Employer contribution / active EE | $6,991 | $3,930+77.9% | $3,323+110.4% | $4,866+43.7% |
| Participant deferral / active EE | $1,647 | $4,230-61.1% | $3,652-54.9% | $5,352-69.2% |
| Admin fee / account holder | $419 | $6,503-93.6% | $5,300-92.1% | $9,541-95.6% |