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 | $23,525 | $103,038-77.2% | $90,324-74.0% | $152,909-84.6% |
| Participation rate | 90.9% | 75.9%+15.0pp | 73.3%+17.6pp | 82.5%+8.5pp |
| Annual return | 22.48% | 95.25%-72.8pp | 78.15%-55.7pp | 345.46%-323.0pp |
| Employer contribution / active EE | $1,382 | $3,141-56.0% | $2,856-51.6% | $4,764-71.0% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $708 | $6,177-88.5% | $5,356-86.8% | $11,601-93.9% |