Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $56,352 | $55,713+1.1% | $75,894-25.7% | $72,983-22.8% |
| Participation rate | 76.9% | 61.1%+15.8pp | 69.3%+7.6pp | 69.5%+7.4pp |
| Annual return | 16.90% | 27.60%-10.7pp | 30.76%-13.9pp | 81.01%-64.1pp |
| Employer contribution / active EE | $700 | $1,687-58.5% | $2,501-72.0% | $2,440-71.3% |
| Participant deferral / active EE | $4,236 | $2,634+60.8% | $3,603+17.5% | $3,608+17.4% |
| Admin fee / account holder | $13,754 | $3,980+245.5% | $5,420+153.8% | $5,124+168.4% |