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 | $34,317 | $77,817-55.9% | $123,553-72.2% | $64,173-46.5% |
| Participation rate | 79.3% | 74.7%+4.6pp | 82.3%-3.0pp | 69.6%+9.7pp |
| Annual return | 0.00% | 12.49%-12.5pp | 119.21%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,305 | $3,014-23.5% | $4,628-50.2% | $2,381-3.2% |
| Participant deferral / active EE | $2,974 | $5,240-43.2% | $6,426-53.7% | $3,470-14.3% |
| Admin fee / account holder | $408 | $5,519-92.6% | $9,284-95.6% | $4,887-91.6% |