Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $23,549 | $29,733-20.8% | $56,025-58.0% | $80,959-70.9% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 16.00% | 35.28%-19.3pp | 1712.69%-1696.7pp | 35.67%-19.7pp |
| Employer contribution / active EE | $1,222 | $672+81.9% | $1,042+17.3% | $2,757-55.7% |
| Participant deferral / active EE | $4,445 | $1,229+261.5% | $1,955+127.4% | $4,300+3.4% |
| Admin fee / account holder | $491 | $2,434-79.8% | $2,828-82.6% | $6,925-92.9% |