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 | $17,660 | $70,366-74.9% | $66,674-73.5% | $138,895-87.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 15.59% | 386.41%-370.8pp | 321.24%-305.6pp | 145.39%-129.8pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $18,300 | $4,374+318.4% | $4,084+348.1% | $6,396+186.1% |
| Admin fee / account holder | $44,437 | $5,262+744.4% | $5,098+771.6% | $12,562+253.7% |