Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $25,040 | $69,118-63.8% | $53,647-53.3% | $138,895-82.0% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 22.92% | 248.26%-225.3pp | 358.33%-335.4pp | 145.39%-122.5pp |
| Employer contribution / active EE | $2,366 | $1,189+98.9% | $962+146.0% | $4,194-43.6% |
| Participant deferral / active EE | $6,923 | $2,274+204.4% | $1,813+281.8% | $6,396+8.2% |
| Admin fee / account holder | $478 | $2,724-82.4% | $2,460-80.6% | $12,562-96.2% |