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 | $19,311 | $45,872-57.9% | $77,100-75.0% | $68,490-71.8% |
| Participation rate | 83.3% | 55.9%+27.4pp | 67.9%+15.4pp | 67.9%+15.4pp |
| Annual return | -10.41% | 1.73%-12.1pp | 42.35%-52.8pp | -7.85%-2.6pp |
| Employer contribution / active EE | $503 | $1,650-69.5% | $2,815-82.1% | $2,597-80.6% |
| Participant deferral / active EE | $2,272 | $2,963-23.3% | $4,430-48.7% | $4,028-43.6% |
| Admin fee / account holder | $1,637 | $3,041-46.2% | $5,443-69.9% | $5,403-69.7% |