Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $35,756 | $65,041-45.0% | $90,965-60.7% | $79,858-55.2% |
| Participation rate | 87.5% | 61.6%+25.9pp | 69.0%+18.5pp | 69.6%+17.9pp |
| Annual return | 13.67% | 30.45%-16.8pp | 134.57%-120.9pp | 31.72%-18.0pp |
| Employer contribution / active EE | $813 | $1,247-34.8% | $2,122-61.7% | $2,471-67.1% |
| Participant deferral / active EE | $4,974 | $2,512+98.0% | $3,373+47.5% | $3,740+33.0% |
| Admin fee / account holder | $347 | $4,536-92.4% | $5,960-94.2% | $5,306-93.5% |