Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $25,210 | $65,423-61.5% | $98,477-74.4% | $85,856-70.6% |
| Participation rate | 87.5% | 65.0%+22.5pp | 73.3%+14.2pp | 69.3%+18.2pp |
| Annual return | 14.40% | 21.76%-7.4pp | 1493.59%-1479.2pp | 318.58%-304.2pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,423 | $3,167-23.5% | $4,276-43.3% | $3,952-38.7% |
| Admin fee / account holder | $3,382 | $4,594-26.4% | $5,951-43.2% | $6,261-46.0% |