Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $22,000 | $77,638-71.7% | $156,551-85.9% | $62,881-65.0% |
| Participation rate | 96.9% | 71.2%+25.7pp | 84.0%+12.9pp | 69.3%+27.6pp |
| Annual return | 7.62% | 50.33%-42.7pp | 32.23%-24.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,071 | $3,444-68.9% | $5,501-80.5% | $2,281-53.0% |
| Participant deferral / active EE | $1,211 | $3,046-60.2% | $4,871-75.1% | $3,203-62.2% |
| Admin fee / account holder | $474 | $5,561-91.5% | $13,028-96.4% | $4,296-89.0% |