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 | $29,807 | $52,678-43.4% | $75,784-60.7% | $59,633-50.0% |
| Participation rate | 85.7% | 67.2%+18.5pp | 75.8%+9.9pp | 68.7%+17.0pp |
| Annual return | -0.09% | 2.95%-3.0pp | 9.68%-9.8pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,468 | $2,193-33.1% | $3,323-55.8% | $2,203-33.3% |
| Participant deferral / active EE | $3,601 | $2,591+39.0% | $3,652-1.4% | $3,192+12.8% |
| Admin fee / account holder | $538 | $3,610-85.1% | $5,300-89.9% | $4,297-87.5% |