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 | $37,940 | $99,032-61.7% | $80,022-52.6% | $135,380-72.0% |
| Participation rate | 94.7% | 78.4%+16.4pp | 75.8%+18.9pp | 82.6%+12.1pp |
| Annual return | -5.57% | 15.39%-21.0pp | 11.22%-16.8pp | 519.81%-525.4pp |
| Employer contribution / active EE | $1,220 | $3,043-59.9% | $2,468-50.6% | $4,779-74.5% |
| Participant deferral / active EE | $2,458 | $4,282-42.6% | $3,686-33.3% | $5,609-56.2% |
| Admin fee / account holder | $838 | $10,436-92.0% | $6,521-87.1% | $10,828-92.3% |