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 | $2,874 | $29,733-90.3% | $56,025-94.9% | $80,959-96.4% |
| Participation rate | 86.2% | 41.7%+44.5pp | 52.5%+33.7pp | 67.7%+18.5pp |
| Annual return | 11.61% | 35.28%-23.7pp | 1712.69%-1701.1pp | 35.67%-24.1pp |
| Employer contribution / active EE | $972 | $672+44.6% | $1,042-6.7% | $2,757-64.8% |
| Participant deferral / active EE | $1,612 | $1,229+31.1% | $1,955-17.5% | $4,300-62.5% |
| Admin fee / account holder | $930 | $2,434-61.8% | $2,828-67.1% | $6,925-86.6% |