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 | $23,589 | $83,908-71.9% | $68,509-65.6% | $125,393-81.2% |
| Participation rate | 77.3% | 78.2%-0.9pp | 74.7%+2.5pp | 83.2%-5.9pp |
| Annual return | 0.35% | 14.48%-14.1pp | 8.27%-7.9pp | 282.23%-281.9pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,721 | $4,125-58.3% | $3,382-49.1% | $5,351-67.8% |
| Admin fee / account holder | $9,184 | $8,982+2.3% | $5,275+74.1% | $9,541-3.7% |