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 | $5,544 | $37,156-85.1% | $83,854-93.4% | $86,983-93.6% |
| Participation rate | 82.2% | 49.1%+33.2pp | 59.1%+23.1pp | 69.5%+12.7pp |
| Annual return | 21.84% | 29.88%-8.0pp | 31.39%-9.6pp | 25.83%-4.0pp |
| Employer contribution / active EE | $1,020 | $661+54.4% | $1,017+0.3% | $2,584-60.5% |
| Participant deferral / active EE | $1,162 | $1,418-18.1% | $2,035-42.9% | $4,194-72.3% |
| Admin fee / account holder | $320 | $2,510-87.3% | $3,197-90.0% | $7,856-95.9% |