Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $30,522 | $108,701-71.9% | $74,723-59.2% | $152,909-80.0% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 22.86% | 114.12%-91.3pp | 753.18%-730.3pp | 345.46%-322.6pp |
| Employer contribution / active EE | $1,438 | $1,504-4.4% | $1,084+32.7% | $4,764-69.8% |
| Participant deferral / active EE | $9,497 | $2,709+250.6% | $1,962+384.2% | $5,851+62.3% |
| Admin fee / account holder | $1,281 | $4,906-73.9% | $3,335-61.6% | $11,601-89.0% |