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 | $31,901 | $97,881-67.4% | $80,004-60.1% | $125,389-74.6% |
| Participation rate | 77.8% | 77.9%-0.1pp | 73.0%+4.8pp | 83.2%-5.4pp |
| Annual return | 2.13% | 9.36%-7.2pp | 7.63%-5.5pp | 282.24%-280.1pp |
| Employer contribution / active EE | $1,395 | $3,128-55.4% | $2,473-43.6% | $4,866-71.3% |
| Participant deferral / active EE | $2,441 | $3,744-34.8% | $3,204-23.8% | $5,352-54.4% |
| Admin fee / account holder | $378 | $6,278-94.0% | $5,033-92.5% | $9,541-96.0% |