Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $3,171 | $72,071-95.6% | $68,368-95.4% | $137,256-97.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 25.19% | 353.14%-328.0pp | 292.57%-267.4pp | 220.34%-195.2pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $792 | $4,410-82.1% | $4,123-80.8% | $6,407-87.6% |
| Admin fee / account holder | $380 | $5,336-92.9% | $5,150-92.6% | $12,270-96.9% |