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 | $21,985 | $29,733-26.1% | $56,025-60.8% | $80,959-72.8% |
| Participation rate | 97.6% | 41.7%+55.8pp | 52.5%+45.1pp | 67.7%+29.9pp |
| Annual return | 25.11% | 35.28%-10.2pp | 1712.69%-1687.6pp | 35.67%-10.6pp |
| Employer contribution / active EE | $2,857 | $672+325.3% | $1,042+174.3% | $2,757+3.6% |
| Participant deferral / active EE | $2,193 | $1,229+78.4% | $1,955+12.2% | $4,300-49.0% |
| Admin fee / account holder | $918 | $2,434-62.3% | $2,828-67.5% | $6,925-86.7% |