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 | $7,603 | $37,446-79.7% | $77,552-90.2% | $79,856-90.5% |
| Participation rate | 97.4% | 41.5%+55.9pp | 54.2%+43.2pp | 69.6%+27.8pp |
| Annual return | 0.00% | 39.76%-39.8pp | 54.82%-54.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $3,028 | $637+375.3% | $987+206.9% | $2,471+22.5% |
| Participant deferral / active EE | $1,959 | $1,261+55.4% | $1,861+5.3% | $3,741-47.6% |
| Admin fee / account holder | $385 | $2,506-84.6% | $2,859-86.5% | $5,306-92.7% |