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 | $42,814 | $60,349-29.1% | $74,184-42.3% | $62,881-31.9% |
| Participation rate | 71.6% | 72.7%-1.1pp | 76.6%-5.0pp | 69.3%+2.3pp |
| Annual return | 6.62% | 21.38%-14.8pp | 17.74%-11.1pp | 20.14%-13.5pp |
| Employer contribution / active EE | $979 | $1,680-41.7% | $2,370-58.7% | $2,281-57.1% |
| Participant deferral / active EE | $1,499 | $2,856-47.5% | $3,550-57.8% | $3,203-53.2% |
| Admin fee / account holder | $2,216 | $4,261-48.0% | $5,586-60.3% | $4,296-48.4% |