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 | $14,280 | $27,943-48.9% | $58,507-75.6% | $75,177-81.0% |
| Participation rate | 96.6% | 38.8%+57.7pp | 50.9%+45.7pp | 67.2%+29.3pp |
| Annual return | 20.56% | 44.22%-23.7pp | 4252.32%-4231.8pp | 160.75%-140.2pp |
| Employer contribution / active EE | $3,716 | $670+454.8% | $1,053+252.8% | $2,671+39.1% |
| Participant deferral / active EE | $2,774 | $1,202+130.8% | $1,922+44.3% | $4,126-32.8% |
| Admin fee / account holder | $681 | $1,727-60.6% | $2,486-72.6% | $5,651-88.0% |