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 | $36,278 | $67,602-46.3% | $82,312-55.9% | $70,126-48.3% |
| Participation rate | 74.4% | 72.8%+1.6pp | 76.9%-2.5pp | 69.5%+4.9pp |
| Annual return | 17.13% | 21.57%-4.4pp | 25.88%-8.7pp | 73.15%-56.0pp |
| Employer contribution / active EE | $553 | $1,755-68.5% | $2,428-77.2% | $2,343-76.4% |
| Participant deferral / active EE | $2,152 | $2,987-28.0% | $3,706-41.9% | $3,332-35.4% |
| Admin fee / account holder | $1,804 | $4,512-60.0% | $5,608-67.8% | $4,645-61.2% |