Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $47,974 | $67,823-29.3% | $52,425-8.5% | $137,256-65.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 16.95% | 219.11%-202.2pp | 302.12%-285.2pp | 220.34%-203.4pp |
| Employer contribution / active EE | $3,647 | $1,163+213.6% | $914+298.9% | $4,156-12.2% |
| Participant deferral / active EE | $12,593 | $2,288+450.4% | $1,790+603.3% | $6,407+96.6% |
| Admin fee / account holder | $471 | $2,844-83.4% | $2,495-81.1% | $12,270-96.2% |