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 | $38,022 | $77,816-51.1% | $123,549-69.2% | $64,181-40.8% |
| Participation rate | 83.3% | 74.7%+8.6pp | 82.3%+1.0pp | 69.6%+13.8pp |
| Annual return | 1.98% | 12.49%-10.5pp | 119.20%-117.2pp | 7.63%-5.7pp |
| Employer contribution / active EE | $1,955 | $3,014-35.2% | $4,628-57.8% | $2,381-17.9% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,854 | $5,519-66.4% | $9,284-80.0% | $4,887-62.1% |