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 | $28,543 | $74,535-61.7% | $100,712-71.7% | $82,637-65.5% |
| Participation rate | 78.9% | 61.2%+17.7pp | 69.3%+9.6pp | 68.1%+10.8pp |
| Annual return | 19.08% | 18.92%+0.2pp | 33.27%-14.2pp | 53.51%-34.4pp |
| Employer contribution / active EE | $832 | $1,503-44.6% | $2,313-64.0% | $2,552-67.4% |
| Participant deferral / active EE | $1,701 | $3,074-44.7% | $4,085-58.4% | $4,126-58.8% |
| Admin fee / account holder | $1,202 | $6,576-81.7% | $9,256-87.0% | $7,339-83.6% |