Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $18,485 | $60,128-69.3% | $90,440-79.6% | $79,852-76.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 29.68% | 71.95%-42.3pp | 1294.38%-1264.7pp | 31.72%-2.0pp |
| Employer contribution / active EE | $5,021 | $2,068+142.7% | $3,263+53.9% | $2,471+103.2% |
| Participant deferral / active EE | $3,054 | $2,939+3.9% | $3,964-23.0% | $3,740-18.4% |
| Admin fee / account holder | $411 | $3,977-89.7% | $5,615-92.7% | $5,306-92.3% |