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 | $38,392 | $82,028-53.2% | $123,105-68.8% | $59,633-35.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -1.59% | 5.12%-6.7pp | 13.22%-14.8pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $1,765 | $3,297-46.5% | $5,151-65.7% | $2,203-19.9% |
| Participant deferral / active EE | $3,215 | $4,667-31.1% | $6,229-48.4% | $3,192+0.7% |
| Admin fee / account holder | $683 | $5,879-88.4% | $9,014-92.4% | $4,297-84.1% |