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 | $39,747 | $32,037+24.1% | $69,182-42.5% | $62,881-36.8% |
| Participation rate | 90.0% | 43.4%+46.6pp | 55.1%+34.9pp | 69.3%+20.7pp |
| Annual return | 5.13% | 15.16%-10.0pp | -21.93%+27.1pp | 20.14%-15.0pp |
| Employer contribution / active EE | $1,097 | $679+61.5% | $1,206-9.1% | $2,281-51.9% |
| Participant deferral / active EE | $2,237 | $1,185+88.7% | $1,897+17.9% | $3,203-30.2% |
| Admin fee / account holder | $996 | $2,608-61.8% | $2,697-63.1% | $4,296-76.8% |