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 | $46,523 | $93,064-50.0% | $74,577-37.6% | $273,972-83.0% |
| Participation rate | 71.4% | 74.9%-3.5pp | 68.1%+3.3pp | 83.0%-11.6pp |
| Annual return | 5.93% | 26.18%-20.3pp | 20.47%-14.5pp | 41.46%-35.5pp |
| Employer contribution / active EE | $2,582 | $3,160-18.3% | $2,525+2.2% | $4,869-47.0% |
| Participant deferral / active EE | $1,549 | $4,160-62.8% | $3,458-55.2% | $5,287-70.7% |
| Admin fee / account holder | $351 | $5,273-93.3% | $4,138-91.5% | $10,133-96.5% |