Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $7,902 | $108,212-92.7% | $77,513-89.8% | $158,966-95.0% |
| Participation rate | 85.7% | 64.4%+21.3pp | 54.2%+31.5pp | 82.0%+3.8pp |
| Annual return | 13.96% | 31.67%-17.7pp | 54.81%-40.8pp | 302.95%-289.0pp |
| Employer contribution / active EE | $904 | $1,325-31.8% | $987-8.3% | $4,762-81.0% |
| Participant deferral / active EE | $1,514 | $2,455-38.3% | $1,861-18.6% | $5,983-74.7% |
| Admin fee / account holder | $412 | $3,709-88.9% | $2,859-85.6% | $11,250-96.3% |