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 | $30,299 | $118,496-74.4% | $98,461-69.2% | $139,466-78.3% |
| Participation rate | 81.8% | 77.5%+4.4pp | 75.2%+6.6pp | 80.3%+1.5pp |
| Annual return | 0.00% | 18.96%-19.0pp | 21.17%-21.2pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,286 | $3,611-64.4% | $3,049-57.8% | $4,754-72.9% |
| Participant deferral / active EE | $3,867 | $5,393-28.3% | $4,738-18.4% | $6,712-42.4% |
| Admin fee / account holder | $603 | $14,056-95.7% | $8,961-93.3% | $11,409-94.7% |