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 | $13,358 | $29,716-55.0% | $56,077-76.2% | $80,925-83.5% |
| Participation rate | 91.5% | 41.7%+49.8pp | 52.5%+39.0pp | 67.7%+23.8pp |
| Annual return | 17.60% | 35.30%-17.7pp | 1709.28%-1691.7pp | 35.65%-18.1pp |
| Employer contribution / active EE | $2,799 | $671+317.2% | $1,040+169.1% | $2,756+1.6% |
| Participant deferral / active EE | $964 | $1,228-21.5% | $1,954-50.7% | $4,299-77.6% |
| Admin fee / account holder | $1,287 | $2,432-47.1% | $2,825-54.4% | $6,940-81.5% |