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 | $29,667-87.2% | $56,441-93.3% | $80,874-95.3% |
| Participation rate | 95.1% | 41.7%+53.5pp | 52.5%+42.6pp | 67.6%+27.5pp |
| Annual return | 13.65% | 35.22%-21.6pp | 1704.21%-1690.6pp | 35.62%-22.0pp |
| Employer contribution / active EE | $1,059 | $669+58.2% | $1,039+1.9% | $2,756-61.6% |
| Participant deferral / active EE | $1,592 | $1,227+29.8% | $1,953-18.5% | $4,297-62.9% |
| Admin fee / account holder | $483 | $2,429-80.1% | $2,829-82.9% | $6,935-93.0% |