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 | $23,043 | $64,311-64.2% | $57,356-59.8% | $125,389-81.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -1.55% | 25.14%-26.7pp | 24.41%-26.0pp | 282.24%-283.8pp |
| Employer contribution / active EE | $2,688 | $3,193-15.8% | $2,6890% | $4,866-44.8% |
| Participant deferral / active EE | $4,250 | $3,846+10.5% | $3,162+34.4% | $5,352-20.6% |
| Admin fee / account holder | $774 | $5,243-85.2% | $3,357-77.0% | $9,541-91.9% |