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 | $18,324 | $107,353-82.9% | $92,903-80.3% | $152,885-88.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 19.08% | 145.62%-126.5pp | 109.43%-90.4pp | 345.39%-326.3pp |
| Employer contribution / active EE | $2,041 | $4,222-51.6% | $3,653-44.1% | $4,763-57.1% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $897 | $7,081-87.3% | $5,795-84.5% | $11,598-92.3% |