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 | $29,333 | $153,311-80.9% | $109,313-73.2% | $273,972-89.3% |
| Participation rate | 85.7% | 80.1%+5.6pp | 71.3%+14.4pp | 83.0%+2.7pp |
| Annual return | 4.71% | 29.86%-25.2pp | 22.07%-17.4pp | 41.46%-36.7pp |
| Employer contribution / active EE | $205 | $5,619-96.3% | $3,892-94.7% | $4,869-95.8% |
| Participant deferral / active EE | $2,172 | $3,932-44.8% | $3,166-31.4% | $5,287-58.9% |
| Admin fee / account holder | $12,909 | $8,076+59.8% | $5,666+127.8% | $10,133+27.4% |