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 | $19,060 | $43,730-56.4% | $121,220-84.3% | $64,173-70.3% |
| Participation rate | 73.1% | 58.3%+14.7pp | 71.8%+1.3pp | 69.6%+3.5pp |
| Annual return | -2.19% | 68.94%-71.1pp | 16.94%-19.1pp | 7.63%-9.8pp |
| Employer contribution / active EE | $613 | $1,297-52.7% | $4,023-84.8% | $2,381-74.3% |
| Participant deferral / active EE | $1,355 | $2,281-40.6% | $3,345-59.5% | $3,470-60.9% |
| Admin fee / account holder | $2,189 | $3,502-37.5% | $5,021-56.4% | $4,887-55.2% |