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 | $22,497 | $40,263-44.1% | $57,347-60.8% | $59,632-62.3% |
| Participation rate | 82.1% | 69.2%+13.0pp | 75.1%+7.1pp | 68.7%+13.5pp |
| Annual return | 0.07% | 27.50%-27.4pp | 24.40%-24.3pp | 2041.32%-2041.2pp |
| Employer contribution / active EE | $2,457 | $1,922+27.8% | $2,689-8.6% | $2,203+11.6% |
| Participant deferral / active EE | $3,970 | $2,400+65.4% | $3,162+25.6% | $3,192+24.4% |
| Admin fee / account holder | $6,603 | $2,819+134.2% | $3,356+96.7% | $4,297+53.7% |