Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $5,928 | $23,330-74.6% | $64,489-90.8% | $82,448-92.8% |
| Participation rate | 74.1% | 68.3%+5.8pp | 67.7%+6.4pp | 68.1%+6.0pp |
| Annual return | 19.02% | 83.66%-64.6pp | 55.03%-36.0pp | 41.64%-22.6pp |
| Employer contribution / active EE | $442 | $824-46.4% | $1,523-71.0% | $2,551-82.7% |
| Participant deferral / active EE | $2,051 | $1,707+20.1% | $2,778-26.2% | $4,139-50.5% |
| Admin fee / account holder | $2,215 | $2,946-24.8% | $4,260-48.0% | $7,234-69.4% |