Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $8,671 | $29,319-70.4% | $52,425-83.5% | $82,448-89.5% |
| Participation rate | 91.1% | 46.9%+44.3pp | 55.6%+35.5pp | 68.1%+23.0pp |
| Annual return | 21.05% | 535.20%-514.2pp | 302.12%-281.1pp | 41.64%-20.6pp |
| Employer contribution / active EE | $1,372 | $586+134.0% | $914+50.1% | $2,551-46.2% |
| Participant deferral / active EE | $3,154 | $1,171+169.2% | $1,790+76.1% | $4,139-23.8% |
| Admin fee / account holder | $1,170 | $1,962-40.4% | $2,495-53.1% | $7,234-83.8% |