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 | $35,433 | $99,345-64.3% | $84,753-58.2% | $273,972-87.1% |
| Participation rate | 71.4% | 80.7%-9.3pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 5.52% | 22.93%-17.4pp | 22.78%-17.3pp | 41.46%-35.9pp |
| Employer contribution / active EE | $1,203 | $4,214-71.5% | $3,574-66.4% | $4,869-75.3% |
| Participant deferral / active EE | $2,995 | $4,270-29.9% | $3,712-19.3% | $5,287-43.4% |
| Admin fee / account holder | $513 | $6,645-92.3% | $5,333-90.4% | $10,133-94.9% |