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 | $39,402 | $49,177-19.9% | $79,467-50.4% | $64,173-38.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 1.88% | -1.16%+3.0pp | 718.30%-716.4pp | 7.63%-5.8pp |
| Employer contribution / active EE | $4,055 | $2,076+95.3% | $2,800+44.8% | $2,381+70.3% |
| Participant deferral / active EE | $2,684 | $2,821-4.9% | $3,704-27.5% | $3,470-22.6% |
| Admin fee / account holder | $1,638 | $3,839-57.3% | $5,104-67.9% | $4,887-66.5% |