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 | $2,612 | $25,014-89.6% | $69,701-96.3% | $80,874-96.8% |
| Participation rate | 83.6% | 64.2%+19.4pp | 66.4%+17.2pp | 67.6%+16.0pp |
| Annual return | 14.00% | 19.07%-5.1pp | 100.32%-86.3pp | 35.62%-21.6pp |
| Employer contribution / active EE | $520 | $993-47.6% | $1,713-69.6% | $2,756-81.1% |
| Participant deferral / active EE | $1,148 | $1,839-37.6% | $2,887-60.2% | $4,297-73.3% |
| Admin fee / account holder | $586 | $2,488-76.4% | $4,717-87.6% | $6,935-91.6% |