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 | $13,826 | $83,337-83.4% | $67,834-79.6% | $273,972-95.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 2.69% | 259.45%-256.8pp | 138.47%-135.8pp | 41.46%-38.8pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,264 | $4,088-20.2% | $3,160+3.3% | $5,287-38.3% |
| Admin fee / account holder | $316 | $6,752-95.3% | $4,622-93.2% | $10,133-96.9% |