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 | $45,179 | $95,453-52.7% | $112,040-59.7% | $82,448-45.2% |
| Participation rate | 79.4% | 72.8%+6.7pp | 76.5%+2.9pp | 68.1%+11.3pp |
| Annual return | 13.69% | 23.92%-10.2pp | 24.52%-10.8pp | 41.64%-28.0pp |
| Employer contribution / active EE | $845 | $2,318-63.6% | $2,954-71.4% | $2,551-66.9% |
| Participant deferral / active EE | $3,094 | $4,224-26.7% | $5,098-39.3% | $4,139-25.2% |
| Admin fee / account holder | $22,157 | $9,013+145.8% | $12,098+83.1% | $7,234+206.3% |