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 | $25,792 | $29,736-13.3% | $56,033-54.0% | $80,935-68.1% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 12.53% | 35.28%-22.7pp | 1711.38%-1698.8pp | 35.66%-23.1pp |
| Employer contribution / active EE | $3,025 | $671+350.5% | $1,041+190.6% | $2,757+9.7% |
| Participant deferral / active EE | $3,055 | $1,228+148.7% | $1,954+56.3% | $4,299-28.9% |
| Admin fee / account holder | $517 | $2,434-78.8% | $2,827-81.7% | $6,924-92.5% |