Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $27,811 | $96,678-71.2% | $86,640-67.9% | $139,466-80.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.96% | 106.69%-90.7pp | 592.52%-576.6pp | 373.66%-357.7pp |
| Employer contribution / active EE | $766 | $3,265-76.6% | $3,024-74.7% | $4,754-83.9% |
| Participant deferral / active EE | $2,813 | $4,837-41.8% | $4,438-36.6% | $6,712-58.1% |
| Admin fee / account holder | $5,798 | $6,410-9.6% | $5,616+3.2% | $11,409-49.2% |