Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $8,333 | $76,519-89.1% | $56,025-85.1% | $145,897-94.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 8.54% | 3017.03%-3008.5pp | 1712.69%-1704.2pp | 552.29%-543.8pp |
| Employer contribution / active EE | $99 | $1,383-92.9% | $1,042-90.5% | $4,663-97.9% |
| Participant deferral / active EE | $677 | $2,624-74.2% | $1,955-65.4% | $6,689-89.9% |
| Admin fee / account holder | $69,393 | $3,331+1983.4% | $2,828+2353.5% | $13,390+418.2% |