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 | $26,582 | $84,685-68.6% | $73,836-64.0% | $125,389-78.8% |
| Participation rate | 87.5% | 76.8%+10.7pp | 73.4%+14.1pp | 83.2%+4.3pp |
| Annual return | 1.02% | 3123.80%-3122.8pp | 2268.06%-2267.0pp | 282.24%-281.2pp |
| Employer contribution / active EE | $353 | $3,123-88.7% | $2,787-87.3% | $4,866-92.8% |
| Participant deferral / active EE | $3,387 | $3,993-15.2% | $3,583-5.5% | $5,352-36.7% |
| Admin fee / account holder | $1,357 | $5,694-76.2% | $4,882-72.2% | $9,541-85.8% |