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 | $25,535 | $54,757-53.4% | $90,304-71.7% | $72,975-65.0% |
| Participation rate | 86.8% | 65.2%+21.7pp | 73.3%+13.6pp | 69.5%+17.4pp |
| Annual return | 0.00% | 30.63%-30.6pp | 78.13%-78.1pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,300 | $2,093-37.9% | $2,855-54.5% | $2,440-46.7% |
| Participant deferral / active EE | $2,001 | $2,887-30.7% | $3,885-48.5% | $3,608-44.5% |
| Admin fee / account holder | $2,639 | $3,973-33.6% | $5,354-50.7% | $5,124-48.5% |