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 | $20,690 | $45,043-54.1% | $63,005-67.2% | $70,124-70.5% |
| Participation rate | 81.3% | 69.5%+11.7pp | 74.8%+6.4pp | 69.5%+11.7pp |
| Annual return | 17.58% | 18.76%-1.2pp | 87.59%-70.0pp | 73.14%-55.6pp |
| Employer contribution / active EE | $665 | $2,052-67.6% | $2,760-75.9% | $2,342-71.6% |
| Participant deferral / active EE | $1,413 | $2,466-42.7% | $3,329-57.5% | $3,332-57.6% |
| Admin fee / account holder | $463 | $2,833-83.6% | $3,599-87.1% | $4,645-90.0% |