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 | $36,645 | $56,894-35.6% | $84,753-56.8% | $62,881-41.7% |
| Participation rate | 83.3% | 68.5%+14.8pp | 76.6%+6.7pp | 69.3%+14.0pp |
| Annual return | 10.54% | 6.30%+4.2pp | 22.78%-12.2pp | 20.14%-9.6pp |
| Employer contribution / active EE | $918 | $2,400-61.8% | $3,574-74.3% | $2,281-59.8% |
| Participant deferral / active EE | $2,346 | $2,709-13.4% | $3,712-36.8% | $3,203-26.7% |
| Admin fee / account holder | $810 | $3,581-77.4% | $5,333-84.8% | $4,296-81.1% |