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 | $3,792 | $29,736-87.2% | $56,033-93.2% | $80,935-95.3% |
| Participation rate | 95.1% | 41.7%+53.4pp | 52.5%+42.6pp | 67.7%+27.5pp |
| Annual return | 13.65% | 35.28%-21.6pp | 1711.38%-1697.7pp | 35.66%-22.0pp |
| Employer contribution / active EE | $1,059 | $671+57.7% | $1,041+1.7% | $2,757-61.6% |
| Participant deferral / active EE | $1,592 | $1,228+29.6% | $1,954-18.5% | $4,299-63.0% |
| Admin fee / account holder | $483 | $2,434-80.1% | $2,827-82.9% | $6,924-93.0% |