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 | $26,138 | $45,566-42.6% | $64,105-59.2% | $59,633-56.2% |
| Participation rate | 75.4% | 60.2%+15.2pp | 68.2%+7.2pp | 68.7%+6.7pp |
| Annual return | 1.33% | 4.95%-3.6pp | 791.24%-789.9pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $814 | $934-12.8% | $1,820-55.2% | $2,203-63.0% |
| Participant deferral / active EE | $1,548 | $2,057-24.7% | $2,822-45.1% | $3,192-51.5% |
| Admin fee / account holder | $496 | $3,268-84.8% | $4,499-89.0% | $4,297-88.5% |