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 | $43,331 | $142,430-69.6% | $115,170-62.4% | $152,885-71.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 16.72% | 41.48%-24.8pp | 35.60%-18.9pp | 345.39%-328.7pp |
| Employer contribution / active EE | $1,250 | $4,011-68.8% | $3,179-60.7% | $4,763-73.8% |
| Participant deferral / active EE | $0 | $5,165-100.0% | $4,169-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,977 | $8,464-64.8% | $7,089-58.0% | $11,598-74.3% |