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 | $15,068 | $81,668-81.5% | $58,507-74.2% | $139,487-89.2% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 17.65% | 7430.07%-7412.4pp | 4252.32%-4234.7pp | 373.84%-356.2pp |
| Employer contribution / active EE | $1,963 | $1,398+40.4% | $1,053+86.4% | $4,755-58.7% |
| Participant deferral / active EE | $6,860 | $2,554+168.7% | $1,922+256.9% | $6,713+2.2% |
| Admin fee / account holder | $3,295 | $3,212+2.6% | $2,486+32.5% | $11,407-71.1% |