Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $5,712 | $27,924-79.5% | $58,544-90.2% | $75,181-92.4% |
| Participation rate | 90.7% | 38.8%+51.9pp | 50.9%+39.8pp | 67.2%+23.5pp |
| Annual return | 26.05% | 44.20%-18.2pp | 4249.56%-4223.5pp | 160.69%-134.6pp |
| Employer contribution / active EE | $1,047 | $669+56.5% | $1,053-0.6% | $2,671-60.8% |
| Participant deferral / active EE | $1,681 | $1,202+39.9% | $1,923-12.6% | $4,126-59.3% |
| Admin fee / account holder | $309 | $1,726-82.1% | $2,520-87.7% | $5,650-94.5% |