Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $28,628 | $75,832-62.2% | $147,617-80.6% | $59,633-52.0% |
| Participation rate | 81.8% | 71.6%+10.3pp | 84.6%-2.8pp | 68.7%+13.1pp |
| Annual return | -2.65% | 0.37%-3.0pp | 61.98%-64.6pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $931 | $3,485-73.3% | $5,564-83.3% | $2,203-57.8% |
| Participant deferral / active EE | $1,992 | $3,131-36.4% | $4,895-59.3% | $3,192-37.6% |
| Admin fee / account holder | $347 | $5,986-94.2% | $11,612-97.0% | $4,297-91.9% |