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 | $5,270 | $22,602-76.7% | $65,566-92.0% | $75,173-93.0% |
| Participation rate | 92.5% | 63.1%+29.4pp | 64.9%+27.6pp | 67.2%+25.3pp |
| Annual return | 19.97% | 71.13%-51.2pp | 47.40%-27.4pp | 160.72%-140.8pp |
| Employer contribution / active EE | $697 | $941-25.9% | $1,692-58.8% | $2,671-73.9% |
| Participant deferral / active EE | $1,809 | $1,695+6.7% | $2,832-36.1% | $4,126-56.2% |
| Admin fee / account holder | $436 | $1,877-76.8% | $4,114-89.4% | $5,651-92.3% |