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 | $25,517 | $45,566-44.0% | $64,105-60.2% | $59,633-57.2% |
| Participation rate | 91.7% | 60.2%+31.5pp | 68.2%+23.5pp | 68.7%+23.0pp |
| Annual return | 0.46% | 4.95%-4.5pp | 791.24%-790.8pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $1,753 | $934+87.7% | $1,820-3.7% | $2,203-20.4% |
| Participant deferral / active EE | $3,529 | $2,057+71.6% | $2,822+25.1% | $3,192+10.6% |
| Admin fee / account holder | $1,510 | $3,268-53.8% | $4,499-66.4% | $4,297-64.9% |