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 | $23,449 | $45,566-48.5% | $64,105-63.4% | $59,633-60.7% |
| Participation rate | 84.9% | 60.2%+24.8pp | 68.2%+16.8pp | 68.7%+16.3pp |
| Annual return | -1.67% | 4.95%-6.6pp | 791.24%-792.9pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $603 | $934-35.5% | $1,820-66.9% | $2,203-72.6% |
| Participant deferral / active EE | $2,095 | $2,057+1.9% | $2,822-25.8% | $3,192-34.4% |
| Admin fee / account holder | $2,090 | $3,268-36.0% | $4,499-53.5% | $4,297-51.4% |