Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $7,712 | $39,028-80.2% | $80,741-90.4% | $85,847-91.0% |
| Participation rate | 100.0% | 41.6%+58.4pp | 54.2%+45.8pp | 69.3%+30.7pp |
| Annual return | 103.96% | 26.31%+77.7pp | 87.30%+16.7pp | 318.61%-214.6pp |
| Employer contribution / active EE | $1,312 | $722+81.7% | $1,160+13.1% | $2,565-48.8% |
| Participant deferral / active EE | $2,142 | $1,326+61.6% | $2,145-0.1% | $3,952-45.8% |
| Admin fee / account holder | $364 | $2,429-85.0% | $3,380-89.2% | $6,261-94.2% |