Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $4,080 | $24,618-83.4% | $71,585-94.3% | $82,637-95.1% |
| Participation rate | 77.4% | 68.2%+9.2pp | 68.2%+9.2pp | 68.1%+9.3pp |
| Annual return | 20.47% | 93.17%-72.7pp | 59.26%-38.8pp | 53.51%-33.0pp |
| Employer contribution / active EE | $468 | $852-45.1% | $1,669-72.0% | $2,552-81.7% |
| Participant deferral / active EE | $1,210 | $1,720-29.7% | $2,923-58.6% | $4,126-70.7% |
| Admin fee / account holder | $613 | $3,285-81.3% | $4,712-87.0% | $7,339-91.6% |