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 | $12,374 | $149,040-91.7% | $120,225-89.7% | $137,256-91.0% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 19.64% | 605.68%-586.0pp | 439.23%-419.6pp | 220.34%-200.7pp |
| Employer contribution / active EE | $396 | $4,350-90.9% | $3,475-88.6% | $4,156-90.5% |
| Participant deferral / active EE | $576 | $4,655-87.6% | $3,999-85.6% | $6,407-91.0% |
| Admin fee / account holder | $1,974 | $6,348-68.9% | $5,696-65.4% | $12,270-83.9% |