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 | $35,726 | $78,690-54.6% | $161,489-77.9% | $87,485-59.2% |
| Participation rate | 80.0% | 67.5%+12.5pp | 78.7%+1.3pp | 68.9%+11.1pp |
| Annual return | 12.85% | 32.74%-19.9pp | 89.72%-76.9pp | 26.06%-13.2pp |
| Employer contribution / active EE | $1,410 | $2,588-45.5% | $4,268-67.0% | $2,596-45.7% |
| Participant deferral / active EE | $1,930 | $3,311-41.7% | $5,630-65.7% | $4,274-54.8% |
| Admin fee / account holder | $3,015 | $6,724-55.2% | $16,006-81.2% | $7,775-61.2% |