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 | $4,039 | $28,624-85.9% | $53,647-92.5% | $82,637-95.1% |
| Participation rate | 100.0% | 47.3%+52.7pp | 56.3%+43.7pp | 68.1%+31.9pp |
| Annual return | 75.62% | 664.98%-589.4pp | 358.33%-282.7pp | 53.51%+22.1pp |
| Employer contribution / active EE | $1,767 | $637+177.5% | $962+83.7% | $2,552-30.8% |
| Participant deferral / active EE | $2,600 | $1,196+117.4% | $1,813+43.4% | $4,126-37.0% |
| Admin fee / account holder | $318 | $2,022-84.3% | $2,460-87.1% | $7,339-95.7% |