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 | $20,264 | $76,522-73.5% | $56,033-63.8% | $145,884-86.1% |
| Participation rate | 73.3% | 63.2%+10.1pp | 52.5%+20.8pp | 80.3%-7.0pp |
| Annual return | 5.55% | 3014.28%-3008.7pp | 1711.38%-1705.8pp | 551.85%-546.3pp |
| Employer contribution / active EE | $218 | $1,382-84.2% | $1,041-79.0% | $4,662-95.3% |
| Participant deferral / active EE | $3,986 | $2,624+51.9% | $1,954+104.0% | $6,690-40.4% |
| Admin fee / account holder | $12,309 | $3,328+269.8% | $2,827+335.4% | $13,392-8.1% |