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 | $4,402 | $67,823-93.5% | $52,425-91.6% | $137,256-96.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 14.53% | 219.11%-204.6pp | 302.12%-287.6pp | 220.34%-205.8pp |
| Employer contribution / active EE | $430 | $1,163-63.0% | $914-52.9% | $4,156-89.6% |
| Participant deferral / active EE | $534 | $2,288-76.7% | $1,790-70.2% | $6,407-91.7% |
| Admin fee / account holder | $931 | $2,844-67.3% | $2,495-62.7% | $12,270-92.4% |