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 | $42,238 | $47,944-11.9% | $67,834-37.7% | $62,881-32.8% |
| Participation rate | 78.8% | 61.1%+17.7pp | 68.8%+10.0pp | 69.3%+9.5pp |
| Annual return | 6.24% | 11.77%-5.5pp | 138.47%-132.2pp | 20.14%-13.9pp |
| Employer contribution / active EE | $605 | $1,562-61.3% | $2,403-74.8% | $2,281-73.5% |
| Participant deferral / active EE | $2,937 | $2,247+30.7% | $3,160-7.1% | $3,203-8.3% |
| Admin fee / account holder | $1,375 | $3,712-62.9% | $4,622-70.2% | $4,296-68.0% |