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 | $70,012 | $96,630-27.5% | $86,605-19.2% | $139,427-49.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 22.64% | 106.48%-83.8pp | 591.39%-568.7pp | 373.27%-350.6pp |
| Employer contribution / active EE | $1,024 | $3,264-68.6% | $3,023-66.1% | $4,752-78.5% |
| Participant deferral / active EE | $27,000 | $4,836+458.3% | $4,438+508.4% | $6,711+302.3% |
| Admin fee / account holder | $1,157 | $6,405-81.9% | $5,611-79.4% | $11,404-89.9% |