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 | $34,975 | $65,712-46.8% | $57,196-38.9% | $273,972-87.2% |
| Participation rate | 90.0% | 78.3%+11.7pp | 75.3%+14.7pp | 83.0%+7.0pp |
| Annual return | 5.45% | 22.01%-16.6pp | 14.59%-9.1pp | 41.46%-36.0pp |
| Employer contribution / active EE | $368 | $3,280-88.8% | $2,683-86.3% | $4,869-92.4% |
| Participant deferral / active EE | $3,099 | $3,782-18.1% | $3,096+0.1% | $5,287-41.4% |
| Admin fee / account holder | $9,378 | $4,838+93.9% | $3,141+198.6% | $10,133-7.4% |