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 | $37,741 | $54,380-30.6% | $68,509-44.9% | $59,633-36.7% |
| Participation rate | 72.3% | 70.2%+2.1pp | 74.7%-2.4pp | 68.7%+3.7pp |
| Annual return | -1.92% | 2.83%-4.8pp | 8.27%-10.2pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $1,841 | $1,539+19.7% | $2,278-19.2% | $2,203-16.4% |
| Participant deferral / active EE | $3,520 | $2,643+33.2% | $3,382+4.1% | $3,192+10.3% |
| Admin fee / account holder | $7,918 | $3,885+103.8% | $5,275+50.1% | $4,297+84.3% |