Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $22,598 | $102,828-78.0% | $105,387-78.6% | $152,885-85.2% |
| Participation rate | 71.4% | 83.8%-12.3pp | 82.6%-11.1pp | 82.5%-11.0pp |
| Annual return | 0.00% | 20.85%-20.9pp | 26.82%-26.8pp | 345.39%-345.4pp |
| Employer contribution / active EE | $1,599 | $4,473-64.3% | $4,213-62.1% | $4,763-66.4% |
| Participant deferral / active EE | $3,895 | $5,465-28.7% | $5,502-29.2% | $5,851-33.4% |
| Admin fee / account holder | $398 | $8,683-95.4% | $6,559-93.9% | $11,598-96.6% |