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 | $34,260 | $84,236-59.3% | $170,435-79.9% | $70,126-51.1% |
| Participation rate | 86.4% | 70.8%+15.5pp | 83.6%+2.8pp | 69.5%+16.8pp |
| Annual return | 18.26% | 23.06%-4.8pp | 205.94%-187.7pp | 73.15%-54.9pp |
| Employer contribution / active EE | $484 | $3,387-85.7% | $5,432-91.1% | $2,343-79.3% |
| Participant deferral / active EE | $2,831 | $3,086-8.3% | $4,939-42.7% | $3,332-15.0% |
| Admin fee / account holder | $1,228 | $5,698-78.4% | $13,881-91.2% | $4,645-73.6% |