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 | $32,505 | $48,364-32.8% | $71,796-54.7% | $62,881-48.3% |
| Participation rate | 75.8% | 60.6%+15.2pp | 69.1%+6.7pp | 69.3%+6.5pp |
| Annual return | 8.27% | 13.16%-4.9pp | 78.04%-69.8pp | 20.14%-11.9pp |
| Employer contribution / active EE | $295 | $1,042-71.7% | $1,924-84.7% | $2,281-87.1% |
| Participant deferral / active EE | $2,030 | $2,091-2.9% | $2,794-27.4% | $3,203-36.6% |
| Admin fee / account holder | $407 | $3,771-89.2% | $4,815-91.6% | $4,296-90.5% |