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 | $30,044 | $90,486-66.8% | $78,676-61.8% | $273,972-89.0% |
| Participation rate | 90.9% | 76.5%+14.4pp | 73.6%+17.3pp | 83.0%+7.9pp |
| Annual return | 7.54% | 75.62%-68.1pp | 62.19%-54.7pp | 41.46%-33.9pp |
| Employer contribution / active EE | $1,257 | $3,175-60.4% | $2,850-55.9% | $4,869-74.2% |
| Participant deferral / active EE | $2,054 | $3,901-47.4% | $3,517-41.6% | $5,287-61.2% |
| Admin fee / account holder | $2,828 | $5,263-46.3% | $4,510-37.3% | $10,133-72.1% |