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 | $28,236 | $39,126-27.8% | $57,181-50.6% | $62,891-55.1% |
| Participation rate | 93.6% | 70.5%+23.1pp | 75.3%+18.3pp | 69.3%+24.3pp |
| Annual return | 5.94% | 9.24%-3.3pp | 14.59%-8.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $1,084 | $1,874-42.1% | $2,682-59.6% | $2,281-52.5% |
| Participant deferral / active EE | $806 | $2,374-66.0% | $3,096-74.0% | $3,203-74.8% |
| Admin fee / account holder | $2,212 | $2,593-14.7% | $3,139-29.5% | $4,296-48.5% |