Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $22,991 | $61,789-62.8% | $97,167-76.3% | $80,874-71.6% |
| Participation rate | 91.4% | 63.5%+27.9pp | 72.7%+18.7pp | 67.6%+23.8pp |
| Annual return | 11.67% | -557.90%+569.6pp | 75.27%-63.6pp | 35.62%-23.9pp |
| Employer contribution / active EE | $1,628 | $1,837-11.3% | $2,729-40.3% | $2,756-40.9% |
| Participant deferral / active EE | $2,783 | $3,028-8.1% | $4,264-34.7% | $4,297-35.2% |
| Admin fee / account holder | $2,518 | $5,168-51.3% | $5,650-55.4% | $6,935-63.7% |