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 | $29,098 | $29,319-0.8% | $52,425-44.5% | $82,448-64.7% |
| Participation rate | 100.0% | 46.9%+53.1pp | 55.6%+44.4pp | 68.1%+31.9pp |
| Annual return | 20.86% | 535.20%-514.3pp | 302.12%-281.3pp | 41.64%-20.8pp |
| Employer contribution / active EE | $3,816 | $586+550.6% | $914+317.4% | $2,551+49.6% |
| Participant deferral / active EE | $7,520 | $1,171+542.0% | $1,790+320.0% | $4,139+81.7% |
| Admin fee / account holder | $2,646 | $1,962+34.8% | $2,495+6.1% | $7,234-63.4% |