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 | $56,118 | $75,832-26.0% | $147,618-62.0% | $59,633-5.9% |
| Participation rate | 78.1% | 71.6%+6.6pp | 84.6%-6.5pp | 68.7%+9.5pp |
| Annual return | -1.90% | 0.37%-2.3pp | 61.98%-63.9pp | 2041.40%-2043.3pp |
| Employer contribution / active EE | $1,342 | $3,485-61.5% | $5,565-75.9% | $2,203-39.1% |
| Participant deferral / active EE | $1,856 | $3,131-40.7% | $4,895-62.1% | $3,192-41.9% |
| Admin fee / account holder | $891 | $5,986-85.1% | $11,612-92.3% | $4,297-79.3% |