Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $11,549 | $29,733-61.2% | $56,025-79.4% | $80,959-85.7% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 14.73% | 35.28%-20.6pp | 1712.69%-1698.0pp | 35.67%-20.9pp |
| Employer contribution / active EE | $993 | $672+47.8% | $1,042-4.6% | $2,757-64.0% |
| Participant deferral / active EE | $2,735 | $1,229+122.5% | $1,955+39.9% | $4,300-36.4% |
| Admin fee / account holder | $811 | $2,434-66.7% | $2,828-71.3% | $6,925-88.3% |