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 | $29,958 | $65,434-54.2% | $98,483-69.6% | $85,847-65.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 14.02% | 21.75%-7.7pp | 1494.38%-1480.4pp | 318.61%-304.6pp |
| Employer contribution / active EE | $760 | $2,169-65.0% | $2,961-74.3% | $2,565-70.4% |
| Participant deferral / active EE | $2,037 | $3,168-35.7% | $4,276-52.4% | $3,952-48.5% |
| Admin fee / account holder | $3,840 | $4,595-16.4% | $5,953-35.5% | $6,261-38.7% |