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 | $40,377 | $40,275+0.3% | $57,356-29.6% | $59,633-32.3% |
| Participation rate | 88.0% | 69.1%+18.9pp | 75.1%+12.9pp | 68.7%+19.3pp |
| Annual return | -1.31% | 27.52%-28.8pp | 24.41%-25.7pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $468 | $1,921-75.7% | $2,689-82.6% | $2,203-78.8% |
| Participant deferral / active EE | $3,219 | $2,400+34.1% | $3,162+1.8% | $3,192+0.9% |
| Admin fee / account holder | $4,603 | $2,820+63.2% | $3,357+37.1% | $4,297+7.1% |