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 | $13,339 | $29,716-55.1% | $56,077-76.2% | $80,925-83.5% |
| Participation rate | 71.4% | 41.7%+29.7pp | 52.5%+18.9pp | 67.7%+3.8pp |
| Annual return | 21.26% | 35.30%-14.0pp | 1709.28%-1688.0pp | 35.65%-14.4pp |
| Employer contribution / active EE | $1,062 | $671+58.3% | $1,040+2.1% | $2,756-61.5% |
| Participant deferral / active EE | $2,780 | $1,228+126.3% | $1,954+42.3% | $4,299-35.3% |
| Admin fee / account holder | $721 | $2,432-70.4% | $2,825-74.5% | $6,940-89.6% |