Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $67,735 | $28,624+136.6% | $53,647+26.3% | $82,637-18.0% |
| Participation rate | 100.0% | 47.3%+52.7pp | 56.3%+43.7pp | 68.1%+31.9pp |
| Annual return | 14.63% | 664.98%-650.4pp | 358.33%-343.7pp | 53.51%-38.9pp |
| Employer contribution / active EE | $1,629 | $637+155.9% | $962+69.3% | $2,552-36.2% |
| Participant deferral / active EE | $3,867 | $1,196+223.3% | $1,813+113.3% | $4,126-6.3% |
| Admin fee / account holder | $2,112 | $2,022+4.5% | $2,460-14.1% | $7,339-71.2% |