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 | $27,660 | $76,550-63.9% | $123,894-77.7% | $62,881-56.0% |
| Participation rate | 92.5% | 73.0%+19.5pp | 81.4%+11.1pp | 69.3%+23.2pp |
| Annual return | 10.04% | 18.67%-8.6pp | 47.52%-37.5pp | 20.14%-10.1pp |
| Employer contribution / active EE | $584 | $2,882-79.7% | $4,617-87.3% | $2,281-74.4% |
| Participant deferral / active EE | $4,249 | $4,840-12.2% | $5,984-29.0% | $3,203+32.7% |
| Admin fee / account holder | $1,745 | $4,826-63.8% | $8,357-79.1% | $4,296-59.4% |