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 | $24,555 | $37,446-34.4% | $77,513-68.3% | $79,852-69.2% |
| Participation rate | 70.3% | 41.5%+28.7pp | 54.2%+16.1pp | 69.6%+0.6pp |
| Annual return | 12.32% | 39.76%-27.4pp | 54.81%-42.5pp | 31.72%-19.4pp |
| Employer contribution / active EE | $310 | $637-51.3% | $987-68.6% | $2,471-87.5% |
| Participant deferral / active EE | $1,155 | $1,261-8.4% | $1,861-37.9% | $3,740-69.1% |
| Admin fee / account holder | $1,814 | $2,506-27.6% | $2,859-36.6% | $5,306-65.8% |