Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $56,953 | $48,337+17.8% | $67,560-15.7% | $80,959-29.7% |
| Participation rate | 97.1% | 66.4%+30.7pp | 72.9%+24.2pp | 67.7%+29.5pp |
| Annual return | 22.87% | 18.26%+4.6pp | 3533.50%-3510.6pp | 35.67%-12.8pp |
| Employer contribution / active EE | $7,897 | $2,023+290.4% | $2,737+188.6% | $2,757+186.4% |
| Participant deferral / active EE | $0 | $2,928-100.0% | $4,004-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,327 | $3,695-37.0% | $3,994-41.7% | $6,925-66.4% |