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 | $14,569 | $64,311-77.3% | $57,356-74.6% | $125,389-88.4% |
| Participation rate | 70.8% | 78.6%-7.8pp | 75.1%-4.2pp | 83.2%-12.4pp |
| Annual return | -0.84% | 25.14%-26.0pp | 24.41%-25.2pp | 282.24%-283.1pp |
| Employer contribution / active EE | $625 | $3,193-80.4% | $2,689-76.8% | $4,866-87.2% |
| Participant deferral / active EE | $1,236 | $3,846-67.9% | $3,162-60.9% | $5,352-76.9% |
| Admin fee / account holder | $1,061 | $5,243-79.8% | $3,357-68.4% | $9,541-88.9% |