Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $3,213 | $51,638-93.8% | $68,368-95.3% | $82,448-96.1% |
| Participation rate | 93.3% | 63.6%+29.7pp | 73.8%+19.6pp | 68.1%+25.3pp |
| Annual return | 18.99% | 37.53%-18.5pp | 292.57%-273.6pp | 41.64%-22.7pp |
| Employer contribution / active EE | $807 | $2,047-60.6% | $2,649-69.5% | $2,551-68.4% |
| Participant deferral / active EE | $1,052 | $2,914-63.9% | $4,123-74.5% | $4,139-74.6% |
| Admin fee / account holder | $1,072 | $4,643-76.9% | $5,150-79.2% | $7,234-85.2% |