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 | $58,250 | $102,422-43.1% | $147,117-60.4% | $80,959-28.1% |
| Participation rate | 96.4% | 75.9%+20.6pp | 82.2%+14.2pp | 67.7%+28.8pp |
| Annual return | 14.61% | 135.16%-120.5pp | 420.54%-405.9pp | 35.67%-21.1pp |
| Employer contribution / active EE | $14,666 | $3,717+294.5% | $4,932+197.3% | $2,757+431.9% |
| Participant deferral / active EE | $14,298 | $6,652+114.9% | $8,065+77.3% | $4,300+232.5% |
| Admin fee / account holder | $4,862 | $7,953-38.9% | $12,993-62.6% | $6,925-29.8% |