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 | $53,393 | $70,366-24.1% | $66,674-19.9% | $138,895-61.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 22.87% | 386.41%-363.5pp | 321.24%-298.4pp | 145.39%-122.5pp |
| Employer contribution / active EE | $3,950 | $2,765+42.9% | $2,620+50.8% | $4,194-5.8% |
| Participant deferral / active EE | $13,572 | $4,374+210.3% | $4,084+232.3% | $6,396+112.2% |
| Admin fee / account holder | $7,093 | $5,262+34.8% | $5,098+39.1% | $12,562-43.5% |