Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $40,967 | $162,529-74.8% | $130,788-68.7% | $154,746-73.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 22.59% | 510.48%-487.9pp | 386.44%-363.9pp | 172.34%-149.8pp |
| Employer contribution / active EE | $1,681 | $4,447-62.2% | $3,558-52.7% | $4,379-61.6% |
| Participant deferral / active EE | $13,430 | $4,808+179.3% | $4,137+224.6% | $6,730+99.5% |
| Admin fee / account holder | $630 | $7,669-91.8% | $6,673-90.6% | $14,365-95.6% |