Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $7,201 | $76,519-90.6% | $56,025-87.1% | $145,897-95.1% |
| Participation rate | 93.8% | 63.2%+30.5pp | 52.5%+41.2pp | 80.3%+13.4pp |
| Annual return | 6.54% | 3017.03%-3010.5pp | 1712.69%-1706.1pp | 552.29%-545.8pp |
| Employer contribution / active EE | $470 | $1,383-66.0% | $1,042-54.8% | $4,663-89.9% |
| Participant deferral / active EE | $847 | $2,624-67.7% | $1,955-56.7% | $6,689-87.3% |
| Admin fee / account holder | $318 | $3,331-90.5% | $2,828-88.8% | $13,390-97.6% |