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 | $29,962 | $37,446-20.0% | $77,513-61.3% | $79,852-62.5% |
| Participation rate | 70.8% | 41.5%+29.3pp | 54.2%+16.6pp | 69.6%+1.2pp |
| Annual return | 13.65% | 39.76%-26.1pp | 54.81%-41.2pp | 31.72%-18.1pp |
| Employer contribution / active EE | $969 | $637+52.1% | $987-1.7% | $2,471-60.8% |
| Participant deferral / active EE | $2,094 | $1,261+66.1% | $1,861+12.5% | $3,740-44.0% |
| Admin fee / account holder | $1,635 | $2,506-34.8% | $2,859-42.8% | $5,306-69.2% |