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 | $36,154 | $29,733+21.6% | $56,025-35.5% | $80,959-55.3% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 12.83% | 35.28%-22.5pp | 1712.69%-1699.9pp | 35.67%-22.8pp |
| Employer contribution / active EE | $1,375 | $672+104.7% | $1,042+32.0% | $2,757-50.1% |
| Participant deferral / active EE | $3,745 | $1,229+204.6% | $1,955+91.6% | $4,300-12.9% |
| Admin fee / account holder | $962 | $2,434-60.5% | $2,828-66.0% | $6,925-86.1% |