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 | $42,197 | $45,566-7.4% | $64,105-34.2% | $59,633-29.2% |
| Participation rate | 89.5% | 60.2%+29.3pp | 68.2%+21.3pp | 68.7%+20.8pp |
| Annual return | -1.22% | 4.95%-6.2pp | 791.24%-792.5pp | 2041.40%-2042.6pp |
| Employer contribution / active EE | $433 | $934-53.7% | $1,820-76.2% | $2,203-80.4% |
| Participant deferral / active EE | $1,089 | $2,057-47.1% | $2,822-61.4% | $3,192-65.9% |
| Admin fee / account holder | $1,877 | $3,268-42.6% | $4,499-58.3% | $4,297-56.3% |