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 | $42,881 | $67,823-36.8% | $52,425-18.2% | $137,256-68.8% |
| Participation rate | 95.8% | 63.9%+31.9pp | 55.6%+40.2pp | 80.0%+15.9pp |
| Annual return | 21.94% | 219.11%-197.2pp | 302.12%-280.2pp | 220.34%-198.4pp |
| Employer contribution / active EE | $1,773 | $1,163+52.4% | $914+93.9% | $4,156-57.4% |
| Participant deferral / active EE | $4,192 | $2,288+83.2% | $1,790+134.1% | $6,407-34.6% |
| Admin fee / account holder | $370 | $2,844-87.0% | $2,495-85.2% | $12,270-97.0% |