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 | $5,217 | $27,943-81.3% | $58,507-91.1% | $75,177-93.1% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 25.34% | 44.22%-18.9pp | 4252.32%-4227.0pp | 160.75%-135.4pp |
| Employer contribution / active EE | $897 | $670+34.0% | $1,053-14.8% | $2,671-66.4% |
| Participant deferral / active EE | $3,803 | $1,202+216.4% | $1,922+97.8% | $4,126-7.8% |
| Admin fee / account holder | $523 | $1,727-69.7% | $2,486-79.0% | $5,651-90.7% |