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 | $29,825 | $58,828-49.3% | $78,002-61.8% | $62,881-52.6% |
| Participation rate | 79.5% | 71.1%+8.5pp | 75.5%+4.0pp | 69.3%+10.2pp |
| Annual return | 8.91% | 17.16%-8.2pp | 425.99%-417.1pp | 20.14%-11.2pp |
| Employer contribution / active EE | $958 | $1,672-42.7% | $2,470-61.2% | $2,281-58.0% |
| Participant deferral / active EE | $2,428 | $2,686-9.6% | $3,497-30.6% | $3,203-24.2% |
| Admin fee / account holder | $626 | $4,393-85.7% | $5,481-88.6% | $4,296-85.4% |