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 | $31,314 | $45,438-31.1% | $80,004-60.9% | $59,632-47.5% |
| Participation rate | 96.9% | 63.7%+33.1pp | 73.0%+23.9pp | 68.7%+28.2pp |
| Annual return | -1.06% | 5.10%-6.2pp | 7.63%-8.7pp | 2041.32%-2042.4pp |
| Employer contribution / active EE | $1,642 | $1,236+32.9% | $2,473-33.6% | $2,203-25.5% |
| Participant deferral / active EE | $1,505 | $2,231-32.5% | $3,204-53.0% | $3,192-52.9% |
| Admin fee / account holder | $702 | $3,464-79.7% | $5,033-86.1% | $4,297-83.7% |