Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $7,855 | $84,628-90.7% | $61,501-87.2% | $134,545-94.2% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | 170.74% | 585.61%-414.9pp | 339.04%-168.3pp | 418.37%-247.6pp |
| Employer contribution / active EE | $1,018 | $1,545-34.1% | $1,160-12.2% | $4,742-78.5% |
| Participant deferral / active EE | $1,355 | $2,819-51.9% | $2,125-36.2% | $6,401-78.8% |
| Admin fee / account holder | $427 | $2,587-83.5% | $2,132-80.0% | $11,431-96.3% |