Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $28,201 | $27,924+1.0% | $58,544-51.8% | $75,181-62.5% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 16.63% | 44.20%-27.6pp | 4249.56%-4232.9pp | 160.69%-144.1pp |
| Employer contribution / active EE | $4,344 | $669+549.3% | $1,053+312.6% | $2,671+62.7% |
| Participant deferral / active EE | $3,171 | $1,202+163.9% | $1,923+64.9% | $4,126-23.1% |
| Admin fee / account holder | $1,849 | $1,726+7.1% | $2,520-26.6% | $5,650-67.3% |