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 | $16,807 | $29,736-43.5% | $56,033-70.0% | $80,935-79.2% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 22.32% | 35.28%-13.0pp | 1711.38%-1689.1pp | 35.66%-13.3pp |
| Employer contribution / active EE | $3,403 | $671+406.8% | $1,041+226.9% | $2,757+23.4% |
| Participant deferral / active EE | $2,999 | $1,228+144.1% | $1,954+53.5% | $4,299-30.3% |
| Admin fee / account holder | $1,985 | $2,434-18.4% | $2,827-29.8% | $6,924-71.3% |