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 | $9,668 | $29,733-67.5% | $56,025-82.7% | $80,959-88.1% |
| Participation rate | 91.1% | 41.7%+49.4pp | 52.5%+38.6pp | 67.7%+23.4pp |
| Annual return | 14.32% | 35.28%-21.0pp | 1712.69%-1698.4pp | 35.67%-21.3pp |
| Employer contribution / active EE | $2,593 | $672+286.0% | $1,042+149.0% | $2,757-5.9% |
| Participant deferral / active EE | $1,601 | $1,229+30.2% | $1,955-18.1% | $4,300-62.8% |
| Admin fee / account holder | $884 | $2,434-63.7% | $2,828-68.7% | $6,925-87.2% |