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 | $22,480 | $75,832-70.4% | $147,617-84.8% | $59,633-62.3% |
| Participation rate | 88.5% | 71.6%+16.9pp | 84.6%+3.8pp | 68.7%+19.8pp |
| Annual return | 0.50% | 0.37%+0.1pp | 61.98%-61.5pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $4,668 | $3,485+33.9% | $5,564-16.1% | $2,203+111.9% |
| Participant deferral / active EE | $1,753 | $3,131-44.0% | $4,895-64.2% | $3,192-45.1% |
| Admin fee / account holder | $319 | $5,986-94.7% | $11,612-97.3% | $4,297-92.6% |