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 | $56,437 | $75,832-25.6% | $147,617-61.8% | $59,633-5.4% |
| Participation rate | 96.4% | 71.6%+24.8pp | 84.6%+11.7pp | 68.7%+27.7pp |
| Annual return | -0.83% | 0.37%-1.2pp | 61.98%-62.8pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $1,314 | $3,485-62.3% | $5,564-76.4% | $2,203-40.3% |
| Participant deferral / active EE | $4,276 | $3,131+36.6% | $4,895-12.6% | $3,192+34.0% |
| Admin fee / account holder | $1,373 | $5,986-77.1% | $11,612-88.2% | $4,297-68.0% |