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 | $31,488 | $29,716+6.0% | $56,077-43.8% | $80,925-61.1% |
| Participation rate | 95.3% | 41.7%+53.6pp | 52.5%+42.8pp | 67.7%+27.6pp |
| Annual return | 12.74% | 35.30%-22.6pp | 1709.28%-1696.5pp | 35.65%-22.9pp |
| Employer contribution / active EE | $3,176 | $671+373.4% | $1,040+205.3% | $2,756+15.2% |
| Participant deferral / active EE | $2,427 | $1,228+97.5% | $1,954+24.2% | $4,299-43.5% |
| Admin fee / account holder | $1,886 | $2,432-22.4% | $2,825-33.2% | $6,940-72.8% |