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 | $30,639 | $39,798-23.0% | $67,704-54.7% | $59,633-48.6% |
| Participation rate | 89.0% | 57.4%+31.7pp | 67.5%+21.5pp | 68.7%+20.4pp |
| Annual return | 0.55% | 89.94%-89.4pp | 25.41%-24.9pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $657 | $1,393-52.8% | $2,559-74.3% | $2,203-70.2% |
| Participant deferral / active EE | $6,737 | $2,335+188.5% | $3,585+87.9% | $3,192+111.1% |
| Admin fee / account holder | $3,347 | $3,212+4.2% | $4,255-21.3% | $4,297-22.1% |