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 | $2,066 | $67,823-97.0% | $52,425-96.1% | $137,256-98.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 11.50% | 219.11%-207.6pp | 302.12%-290.6pp | 220.34%-208.8pp |
| Employer contribution / active EE | $822 | $1,163-29.3% | $914-10.0% | $4,156-80.2% |
| Participant deferral / active EE | $1,273 | $2,288-44.3% | $1,790-28.9% | $6,407-80.1% |
| Admin fee / account holder | $1,349 | $2,844-52.6% | $2,495-45.9% | $12,270-89.0% |