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 | $38,850 | $76,551-49.3% | $123,894-68.6% | $62,881-38.2% |
| Participation rate | 70.3% | 73.0%-2.7pp | 81.4%-11.1pp | 69.3%+1.0pp |
| Annual return | 8.93% | 18.68%-9.8pp | 47.52%-38.6pp | 20.14%-11.2pp |
| Employer contribution / active EE | $830 | $2,882-71.2% | $4,617-82.0% | $2,281-63.6% |
| Participant deferral / active EE | $3,242 | $4,840-33.0% | $5,984-45.8% | $3,203+1.2% |
| Admin fee / account holder | $1,238 | $4,826-74.3% | $8,357-85.2% | $4,296-71.2% |