Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $61,111 | $99,994-38.9% | $146,643-58.3% | $85,847-28.8% |
| Participation rate | 76.0% | 73.1%+2.9pp | 80.1%-4.1pp | 69.3%+6.7pp |
| Annual return | 0.00% | 18.93%-18.9pp | 22.75%-22.7pp | 318.61%-318.6pp |
| Employer contribution / active EE | $940 | $2,559-63.3% | $4,137-77.3% | $2,565-63.3% |
| Participant deferral / active EE | $3,212 | $4,006-19.8% | $5,506-41.7% | $3,952-18.7% |
| Admin fee / account holder | $5,740 | $7,703-25.5% | $10,280-44.2% | $6,261-8.3% |