Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $17,649 | $57,312-69.2% | $86,617-79.6% | $75,181-76.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 21.08% | 2672.78%-2651.7pp | 591.91%-570.8pp | 160.69%-139.6pp |
| Employer contribution / active EE | $1,096 | $2,315-52.7% | $3,023-63.8% | $2,671-59.0% |
| Participant deferral / active EE | $2,516 | $3,319-24.2% | $4,437-43.3% | $4,126-39.0% |
| Admin fee / account holder | $817 | $4,114-80.1% | $5,613-85.4% | $5,650-85.5% |