Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $18,321 | $91,198-79.9% | $178,503-89.7% | $79,856-77.1% |
| Participation rate | 75.6% | 69.2%+6.4pp | 81.9%-6.3pp | 69.6%+6.0pp |
| Annual return | 0.00% | 24.20%-24.2pp | 151.12%-151.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,784 | $3,257-45.2% | $5,011-64.4% | $2,471-27.8% |
| Participant deferral / active EE | $2,896 | $3,237-10.5% | $5,202-44.3% | $3,741-22.6% |
| Admin fee / account holder | $2,202 | $6,748-67.4% | $13,987-84.3% | $5,306-58.5% |