Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $16,094 | $49,199-67.3% | $121,204-86.7% | $75,173-78.6% |
| Participation rate | 92.0% | 55.4%+36.6pp | 69.5%+22.5pp | 67.2%+24.8pp |
| Annual return | 14.64% | 56.04%-41.4pp | 987.18%-972.5pp | 160.72%-146.1pp |
| Employer contribution / active EE | $1,969 | $1,547+27.2% | $4,170-52.8% | $2,671-26.3% |
| Participant deferral / active EE | $0 | $2,630-100.0% | $4,083-100.0% | $4,126-100.0% |
| Admin fee / account holder | $764 | $3,946-80.7% | $5,651-86.5% | $5,651-86.5% |