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 | $8,340 | $88,815-90.6% | $81,882-89.8% | $145,897-94.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.29% | 1033.75%-1018.5pp | 779.47%-764.2pp | 552.29%-537.0pp |
| Employer contribution / active EE | $1,916 | $3,086-37.9% | $2,916-34.3% | $4,663-58.9% |
| Participant deferral / active EE | $2,191 | $4,647-52.9% | $4,323-49.3% | $6,689-67.2% |
| Admin fee / account holder | $613 | $8,434-92.7% | $7,360-91.7% | $13,390-95.4% |