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 | $42,310 | $75,828-44.2% | $147,617-71.3% | $59,632-29.0% |
| Participation rate | 70.6% | 71.6%-1.0pp | 84.6%-14.0pp | 68.7%+1.9pp |
| Annual return | 0.23% | 0.37%-0.1pp | 61.98%-61.8pp | 2041.32%-2041.1pp |
| Employer contribution / active EE | $1,891 | $3,485-45.7% | $5,565-66.0% | $2,203-14.2% |
| Participant deferral / active EE | $2,659 | $3,130-15.1% | $4,895-45.7% | $3,192-16.7% |
| Admin fee / account holder | $1,369 | $5,985-77.1% | $11,611-88.2% | $4,297-68.2% |