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 | $29,094 | $43,075-32.5% | $74,577-61.0% | $62,881-53.7% |
| Participation rate | 91.3% | 58.1%+33.2pp | 68.1%+23.1pp | 69.3%+21.9pp |
| Annual return | 6.26% | 17.50%-11.2pp | 20.47%-14.2pp | 20.14%-13.9pp |
| Employer contribution / active EE | $936 | $1,498-37.5% | $2,525-62.9% | $2,281-58.9% |
| Participant deferral / active EE | $1,864 | $2,389-22.0% | $3,458-46.1% | $3,203-41.8% |
| Admin fee / account holder | $1,095 | $2,840-61.5% | $4,138-73.5% | $4,296-74.5% |