Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $43,552 | $29,667+46.8% | $56,441-22.8% | $80,874-46.1% |
| Participation rate | 78.4% | 41.7%+36.7pp | 52.5%+25.9pp | 67.6%+10.7pp |
| Annual return | 13.97% | 35.22%-21.3pp | 1704.21%-1690.2pp | 35.62%-21.7pp |
| Employer contribution / active EE | $697 | $669+4.1% | $1,039-33.0% | $2,756-74.7% |
| Participant deferral / active EE | $3,252 | $1,227+165.2% | $1,953+66.5% | $4,297-24.3% |
| Admin fee / account holder | $921 | $2,429-62.1% | $2,829-67.5% | $6,935-86.7% |