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 | $28,212 | $75,828-62.8% | $147,617-80.9% | $59,632-52.7% |
| Participation rate | 84.8% | 71.6%+13.3pp | 84.6%+0.2pp | 68.7%+16.2pp |
| Annual return | -1.20% | 0.37%-1.6pp | 61.98%-63.2pp | 2041.32%-2042.5pp |
| Employer contribution / active EE | $2,367 | $3,485-32.1% | $5,565-57.5% | $2,203+7.5% |
| Participant deferral / active EE | $1,874 | $3,130-40.1% | $4,895-61.7% | $3,192-41.3% |
| Admin fee / account holder | $896 | $5,985-85.0% | $11,611-92.3% | $4,297-79.1% |