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 | $32,128 | $27,936+15.0% | $58,561-45.1% | $75,173-57.3% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 19.15% | 44.21%-25.1pp | 4251.33%-4232.2pp | 160.72%-141.6pp |
| Employer contribution / active EE | $1,443 | $670+115.6% | $1,053+37.0% | $2,671-46.0% |
| Participant deferral / active EE | $3,364 | $1,202+179.9% | $1,923+74.9% | $4,126-18.5% |
| Admin fee / account holder | $510 | $1,727-70.4% | $2,520-79.7% | $5,651-91.0% |