Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $42,197 | $102,638-58.9% | $81,982-48.5% | $158,982-73.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 16.88% | 61.05%-44.2pp | 41.31%-24.4pp | 302.99%-286.1pp |
| Employer contribution / active EE | $17,827 | $3,241+450.0% | $2,498+613.5% | $4,763+274.3% |
| Participant deferral / active EE | $9,865 | $4,649+112.2% | $3,722+165.0% | $5,983+64.9% |
| Admin fee / account holder | $2,039 | $8,237-75.3% | $5,665-64.0% | $11,252-81.9% |