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 | $28,113 | $65,685-57.2% | $57,181-50.8% | $273,965-89.7% |
| Participation rate | 92.9% | 78.3%+14.5pp | 75.3%+17.5pp | 83.0%+9.8pp |
| Annual return | 5.28% | 21.99%-16.7pp | 14.59%-9.3pp | 41.45%-36.2pp |
| Employer contribution / active EE | $439 | $3,279-86.6% | $2,682-83.7% | $4,869-91.0% |
| Participant deferral / active EE | $1,475 | $3,781-61.0% | $3,096-52.4% | $5,287-72.1% |
| Admin fee / account holder | $3,437 | $4,835-28.9% | $3,139+9.5% | $10,132-66.1% |