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 | $36,584 | $29,733+23.0% | $56,025-34.7% | $80,959-54.8% |
| Participation rate | 97.9% | 41.7%+56.1pp | 52.5%+45.4pp | 67.7%+30.2pp |
| Annual return | 14.17% | 35.28%-21.1pp | 1712.69%-1698.5pp | 35.67%-21.5pp |
| Employer contribution / active EE | $4,975 | $672+640.5% | $1,042+377.6% | $2,757+80.4% |
| Participant deferral / active EE | $2,540 | $1,229+106.6% | $1,955+29.9% | $4,300-40.9% |
| Admin fee / account holder | $2,972 | $2,434+22.1% | $2,828+5.1% | $6,925-57.1% |