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 | $25,224 | $102,422-75.4% | $147,117-82.9% | $80,959-68.8% |
| Participation rate | 84.0% | 75.9%+8.1pp | 82.2%+1.8pp | 67.7%+16.3pp |
| Annual return | 12.19% | 135.16%-123.0pp | 420.54%-408.3pp | 35.67%-23.5pp |
| Employer contribution / active EE | $1,197 | $3,717-67.8% | $4,932-75.7% | $2,757-56.6% |
| Participant deferral / active EE | $3,846 | $6,652-42.2% | $8,065-52.3% | $4,300-10.6% |
| Admin fee / account holder | $626 | $7,953-92.1% | $12,993-95.2% | $6,925-91.0% |