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 | $21,463 | $75,832-71.7% | $147,617-85.5% | $59,633-64.0% |
| Participation rate | 83.7% | 71.6%+12.1pp | 84.6%-0.9pp | 68.7%+15.0pp |
| Annual return | -1.36% | 0.37%-1.7pp | 61.98%-63.3pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $1,581 | $3,485-54.6% | $5,564-71.6% | $2,203-28.2% |
| Participant deferral / active EE | $1,762 | $3,131-43.7% | $4,895-64.0% | $3,192-44.8% |
| Admin fee / account holder | $483 | $5,986-91.9% | $11,612-95.8% | $4,297-88.8% |