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 | $29,127 | $84,708-65.6% | $75,714-61.5% | $167,536-82.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 15.37% | 199.62%-184.3pp | 104.62%-89.3pp | 478.82%-463.4pp |
| Employer contribution / active EE | $514 | $3,231-84.1% | $2,744-81.2% | $4,839-89.4% |
| Participant deferral / active EE | $1,400 | $4,577-69.4% | $3,820-63.3% | $6,342-77.9% |
| Admin fee / account holder | $4,921 | $5,358-8.2% | $3,619+36.0% | $12,315-60.0% |