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 | $21,321 | $44,850-52.5% | $60,547-64.8% | $59,633-64.2% |
| Participation rate | 71.1% | 59.5%+11.6pp | 68.0%+3.1pp | 68.7%+2.4pp |
| Annual return | 2.91% | 1074.14%-1071.2pp | 335.64%-332.7pp | 2041.40%-2038.5pp |
| Employer contribution / active EE | $508 | $1,462-65.3% | $2,419-79.0% | $2,203-76.9% |
| Participant deferral / active EE | $1,501 | $2,230-32.7% | $3,328-54.9% | $3,192-53.0% |
| Admin fee / account holder | $1,043 | $3,635-71.3% | $4,536-77.0% | $4,297-75.7% |