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 | $42,549 | $72,404-41.2% | $110,241-61.4% | $64,181-33.7% |
| Participation rate | 91.1% | 73.3%+17.8pp | 79.8%+11.3pp | 69.6%+21.5pp |
| Annual return | -2.39% | -6.29%+3.9pp | 314.75%-317.1pp | 7.63%-10.0pp |
| Employer contribution / active EE | $1,705 | $2,282-25.3% | $3,827-55.4% | $2,381-28.4% |
| Participant deferral / active EE | $4,351 | $3,469+25.4% | $4,672-6.9% | $3,470+25.4% |
| Admin fee / account holder | $1,541 | $5,664-72.8% | $8,548-82.0% | $4,887-68.5% |