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 | $27,728 | $72,177-61.6% | $115,038-75.9% | $59,633-53.5% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -0.81% | 12.02%-12.8pp | 26.14%-27.0pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $788 | $2,841-72.3% | $4,608-82.9% | $2,203-64.2% |
| Participant deferral / active EE | $3,866 | $4,783-19.2% | $6,026-35.8% | $3,192+21.1% |
| Admin fee / account holder | $1,145 | $4,927-76.8% | $8,175-86.0% | $4,297-73.3% |