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 | $41,612 | $68,586-39.3% | $120,380-65.4% | $80,911-48.6% |
| Participation rate | 98.0% | 61.6%+36.4pp | 71.9%+26.0pp | 67.6%+30.3pp |
| Annual return | 15.04% | 23.62%-8.6pp | 107.28%-92.2pp | 35.63%-20.6pp |
| Employer contribution / active EE | $1,232 | $2,053-40.0% | $3,465-64.4% | $2,756-55.3% |
| Participant deferral / active EE | $0 | $3,174-100.0% | $4,992-100.0% | $4,297-100.0% |
| Admin fee / account holder | $630 | $5,733-89.0% | $9,421-93.3% | $6,935-90.9% |