Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $32,304 | $52,279-38.2% | $89,414-63.9% | $79,852-59.5% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 16.86% | 22.16%-5.3pp | 245.50%-228.6pp | 31.72%-14.9pp |
| Employer contribution / active EE | $5,280 | $1,572+235.9% | $2,586+104.1% | $2,471+113.6% |
| Participant deferral / active EE | $5,593 | $2,740+104.1% | $3,890+43.8% | $3,740+49.5% |
| Admin fee / account holder | $897 | $3,356-73.3% | $4,883-81.6% | $5,306-83.1% |