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 | $13,151 | $85,790-84.7% | $67,313-80.5% | $135,379-90.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 1.05% | -0.54%+1.6pp | -4.08%+5.1pp | 519.79%-518.7pp |
| Employer contribution / active EE | $667 | $3,487-80.9% | $2,566-74.0% | $4,779-86.0% |
| Participant deferral / active EE | $0 | $4,651-100.0% | $3,568-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6,612 | $6,392+3.4% | $4,507+46.7% | $10,828-38.9% |