Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $19,973 | $39,132-49.0% | $57,196-65.1% | $62,881-68.2% |
| Participation rate | 95.7% | 70.5%+25.2pp | 75.3%+20.4pp | 69.3%+26.4pp |
| Annual return | 6.40% | 9.24%-2.8pp | 14.59%-8.2pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,005 | $1,874-46.4% | $2,683-62.6% | $2,281-56.0% |
| Participant deferral / active EE | $897 | $2,374-62.2% | $3,096-71.0% | $3,203-72.0% |
| Admin fee / account holder | $1,110 | $2,594-57.2% | $3,141-64.6% | $4,296-74.2% |