Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $40,778 | $100,139-59.3% | $85,187-52.1% | $145,884-72.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 17.27% | 84.15%-66.9pp | 66.67%-49.4pp | 551.85%-534.6pp |
| Employer contribution / active EE | $3,569 | $3,238+10.2% | $2,732+30.6% | $4,662-23.4% |
| Participant deferral / active EE | $14,052 | $5,296+165.4% | $4,525+210.6% | $6,690+110.1% |
| Admin fee / account holder | $433 | $7,262-94.0% | $6,162-93.0% | $13,392-96.8% |