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 | $16,470 | $76,000-78.3% | $154,111-89.3% | $64,186-74.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 1.30% | 30.32%-29.0pp | 735.15%-733.9pp | 7.63%-6.3pp |
| Employer contribution / active EE | $2,771 | $3,351-17.3% | $5,298-47.7% | $2,381+16.4% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,820 | $5,596-49.6% | $13,411-79.0% | $4,888-42.3% |