Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $14,238 | $29,736-52.1% | $56,033-74.6% | $80,935-82.4% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 14.50% | 35.28%-20.8pp | 1711.38%-1696.9pp | 35.66%-21.2pp |
| Employer contribution / active EE | $2,898 | $671+331.6% | $1,041+178.4% | $2,757+5.1% |
| Participant deferral / active EE | $2,785 | $1,228+126.7% | $1,954+42.5% | $4,299-35.2% |
| Admin fee / account holder | $1,521 | $2,434-37.5% | $2,827-46.2% | $6,924-78.0% |