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 | $39,767 | $65,704-39.5% | $94,229-57.8% | $59,633-33.3% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -0.65% | 5.22%-5.9pp | 10.68%-11.3pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $1,814 | $2,021-10.2% | $3,587-49.4% | $2,203-17.6% |
| Participant deferral / active EE | $2,458 | $3,143-21.8% | $4,320-43.1% | $3,192-23.0% |
| Admin fee / account holder | $1,222 | $4,265-71.3% | $6,269-80.5% | $4,297-71.6% |