Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $12,515 | $100,203-87.5% | $85,240-85.3% | $145,897-91.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 23.20% | 84.28%-61.1pp | 66.75%-43.6pp | 552.29%-529.1pp |
| Employer contribution / active EE | $1,519 | $3,242-53.2% | $2,735-44.5% | $4,663-67.4% |
| Participant deferral / active EE | $2,828 | $5,299-46.6% | $4,527-37.5% | $6,689-57.7% |
| Admin fee / account holder | $613 | $7,265-91.6% | $6,165-90.1% | $13,390-95.4% |