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 | $57,602 | $69,118-16.7% | $53,647+7.4% | $138,895-58.5% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 28.36% | 248.26%-219.9pp | 358.33%-330.0pp | 145.39%-117.0pp |
| Employer contribution / active EE | $1,626 | $1,189+36.7% | $962+69.0% | $4,194-61.2% |
| Participant deferral / active EE | $3,249 | $2,274+42.9% | $1,813+79.2% | $6,396-49.2% |
| Admin fee / account holder | $639 | $2,724-76.5% | $2,460-74.0% | $12,562-94.9% |