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 | $5,461 | $72,071-92.4% | $68,368-92.0% | $137,256-96.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.23% | 353.14%-339.9pp | 292.57%-279.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $804 | $2,788-71.2% | $2,649-69.7% | $4,156-80.7% |
| Participant deferral / active EE | $822 | $4,410-81.4% | $4,123-80.1% | $6,407-87.2% |
| Admin fee / account holder | $976 | $5,336-81.7% | $5,150-81.1% | $12,270-92.0% |