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 | $24,841 | $29,716-16.4% | $56,077-55.7% | $80,925-69.3% |
| Participation rate | 93.1% | 41.7%+51.4pp | 52.5%+40.6pp | 67.7%+25.4pp |
| Annual return | 12.11% | 35.30%-23.2pp | 1709.28%-1697.2pp | 35.65%-23.5pp |
| Employer contribution / active EE | $1,096 | $671+63.4% | $1,040+5.4% | $2,756-60.2% |
| Participant deferral / active EE | $3,077 | $1,228+150.4% | $1,954+57.4% | $4,299-28.4% |
| Admin fee / account holder | $459 | $2,432-81.1% | $2,825-83.8% | $6,940-93.4% |