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 | $53,136 | $127,273-58.3% | $109,895-51.6% | $167,518-68.3% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.2%-2.8pp | 82.1%-10.7pp |
| Annual return | 11.54% | 22.97%-11.4pp | 29.46%-17.9pp | 478.71%-467.2pp |
| Employer contribution / active EE | $706 | $3,324-78.8% | $2,843-75.2% | $4,838-85.4% |
| Participant deferral / active EE | $1,517 | $4,515-66.4% | $4,049-62.5% | $6,342-76.1% |
| Admin fee / account holder | $11,204 | $7,117+57.4% | $6,067+84.7% | $12,312-9.0% |