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 | $37,869 | $78,694-51.9% | $67,652-44.0% | $125,389-69.8% |
| Participation rate | 78.9% | 78.8%+0.1pp | 75.7%+3.3pp | 83.2%-4.2pp |
| Annual return | -0.01% | 9.46%-9.5pp | 6625.40%-6625.4pp | 282.24%-282.3pp |
| Employer contribution / active EE | $984 | $3,044-67.7% | $2,266-56.6% | $4,866-79.8% |
| Participant deferral / active EE | $3,409 | $4,292-20.6% | $3,560-4.2% | $5,352-36.3% |
| Admin fee / account holder | $1,949 | $7,403-73.7% | $4,821-59.6% | $9,541-79.6% |