Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $14,213 | $34,316-58.6% | $74,719-81.0% | $72,983-80.5% |
| Participation rate | 77.2% | 42.4%+34.8pp | 54.5%+22.7pp | 69.5%+7.7pp |
| Annual return | 27.05% | 26.58%+0.5pp | 753.05%-726.0pp | 81.01%-54.0pp |
| Employer contribution / active EE | $3,208 | $692+363.7% | $1,084+195.9% | $2,440+31.5% |
| Participant deferral / active EE | $403 | $1,272-68.3% | $1,963-79.5% | $3,608-88.8% |
| Admin fee / account holder | $373 | $2,125-82.5% | $3,334-88.8% | $5,124-92.7% |