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 | $22,979 | $75,832-69.7% | $147,617-84.4% | $59,633-61.5% |
| Participation rate | 96.3% | 71.6%+24.7pp | 84.6%+11.7pp | 68.7%+27.6pp |
| Annual return | -2.13% | 0.37%-2.5pp | 61.98%-64.1pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $868 | $3,485-75.1% | $5,564-84.4% | $2,203-60.6% |
| Participant deferral / active EE | $1,450 | $3,131-53.7% | $4,895-70.4% | $3,192-54.6% |
| Admin fee / account holder | $933 | $5,986-84.4% | $11,612-92.0% | $4,297-78.3% |