Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $13,627 | $29,716-54.1% | $56,077-75.7% | $80,925-83.2% |
| Participation rate | 97.1% | 41.7%+55.4pp | 52.5%+44.6pp | 67.7%+29.5pp |
| Annual return | 14.36% | 35.30%-20.9pp | 1709.28%-1694.9pp | 35.65%-21.3pp |
| Employer contribution / active EE | $3,366 | $671+401.6% | $1,040+223.5% | $2,756+22.1% |
| Participant deferral / active EE | $1,488 | $1,228+21.1% | $1,954-23.8% | $4,299-65.4% |
| Admin fee / account holder | $741 | $2,432-69.5% | $2,825-73.8% | $6,940-89.3% |