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 | $32,491 | $60,139-46.0% | $90,461-64.1% | $79,856-59.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 33.80% | 71.96%-38.2pp | 1294.76%-1261.0pp | 31.71%+2.1pp |
| Employer contribution / active EE | $748 | $2,069-63.8% | $3,264-77.1% | $2,471-69.7% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,486 | $3,978-37.5% | $5,617-55.7% | $5,306-53.2% |