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 | $4,947 | $104,650-95.3% | $83,854-94.1% | $155,188-96.8% |
| Participation rate | 90.9% | 65.1%+25.8pp | 59.1%+31.8pp | 80.8%+10.1pp |
| Annual return | 18.98% | 28.97%-10.0pp | 31.39%-12.4pp | 148.84%-129.9pp |
| Employer contribution / active EE | $642 | $1,196-46.3% | $1,017-36.9% | $4,248-84.9% |
| Participant deferral / active EE | $1,072 | $2,367-54.7% | $2,035-47.3% | $6,531-83.6% |
| Admin fee / account holder | $779 | $3,518-77.9% | $3,197-75.6% | $14,480-94.6% |