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 | $38,383 | $60,349-36.4% | $74,184-48.3% | $62,881-39.0% |
| Participation rate | 72.4% | 72.7%-0.4pp | 76.6%-4.3pp | 69.3%+3.1pp |
| Annual return | 5.42% | 21.38%-16.0pp | 17.74%-12.3pp | 20.14%-14.7pp |
| Employer contribution / active EE | $758 | $1,680-54.9% | $2,370-68.0% | $2,281-66.8% |
| Participant deferral / active EE | $1,685 | $2,856-41.0% | $3,550-52.5% | $3,203-47.4% |
| Admin fee / account holder | $1,581 | $4,261-62.9% | $5,586-71.7% | $4,296-63.2% |