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 | $11,330 | $48,327-76.6% | $67,575-83.2% | $80,935-86.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 14.76% | 18.31%-3.5pp | 3528.98%-3514.2pp | 35.66%-20.9pp |
| Employer contribution / active EE | $1,779 | $2,022-12.0% | $2,736-35.0% | $2,757-35.5% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,584 | $3,692-57.1% | $3,993-60.3% | $6,924-77.1% |