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 | $63,908 | $78,423-18.5% | $95,964-33.4% | $79,856-20.0% |
| Participation rate | 96.4% | 73.5%+22.9pp | 77.1%+19.3pp | 69.6%+26.8pp |
| Annual return | 13.66% | 19.37%-5.7pp | 91.64%-78.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $639 | $1,945-67.1% | $2,541-74.8% | $2,471-74.1% |
| Participant deferral / active EE | $3,060 | $3,440-11.1% | $4,167-26.6% | $3,741-18.2% |
| Admin fee / account holder | $8,458 | $5,622+50.4% | $6,797+24.4% | $5,306+59.4% |