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 | $55,140 | $48,011+14.8% | $63,803-13.6% | $82,637-33.3% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 17.73% | 19.84%-2.1pp | 543.72%-526.0pp | 53.51%-35.8pp |
| Employer contribution / active EE | $7,691 | $1,904+304.0% | $2,532+203.7% | $2,552+201.4% |
| Participant deferral / active EE | $2,903 | $2,846+2.0% | $3,843-24.5% | $4,126-29.6% |
| Admin fee / account holder | $364 | $3,873-90.6% | $5,196-93.0% | $7,339-95.0% |