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 | $21,114 | $49,177-57.1% | $79,467-73.4% | $64,173-67.1% |
| Participation rate | 89.3% | 65.0%+24.3pp | 73.3%+15.9pp | 69.6%+19.7pp |
| Annual return | -1.85% | -1.16%-0.7pp | 718.30%-720.2pp | 7.63%-9.5pp |
| Employer contribution / active EE | $724 | $2,076-65.1% | $2,800-74.2% | $2,381-69.6% |
| Participant deferral / active EE | $2,207 | $2,821-21.8% | $3,704-40.4% | $3,470-36.4% |
| Admin fee / account holder | $1,788 | $3,839-53.4% | $5,104-65.0% | $4,887-63.4% |