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 | $53,931 | $43,333+24.5% | $59,883-9.9% | $64,181-16.0% |
| Participation rate | 94.9% | 69.2%+25.7pp | 74.7%+20.2pp | 69.6%+25.3pp |
| Annual return | 7.73% | -1.55%+9.3pp | 3.46%+4.3pp | 7.63%+0.1pp |
| Employer contribution / active EE | $415 | $2,029-79.5% | $2,722-84.7% | $2,381-82.6% |
| Participant deferral / active EE | $871 | $2,547-65.8% | $3,402-74.4% | $3,470-74.9% |
| Admin fee / account holder | $2,727 | $3,006-9.3% | $3,591-24.1% | $4,887-44.2% |