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 | $2,155 | $29,319-92.6% | $52,425-95.9% | $82,448-97.4% |
| Participation rate | 87.1% | 46.9%+40.2pp | 55.6%+31.5pp | 68.1%+19.0pp |
| Annual return | 15.25% | 535.20%-520.0pp | 302.12%-286.9pp | 41.64%-26.4pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $662 | $1,171-43.5% | $1,790-63.1% | $4,139-84.0% |
| Admin fee / account holder | $972 | $1,962-50.5% | $2,495-61.1% | $7,234-86.6% |