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 | $32,781 | $52,279-37.3% | $89,400-63.3% | $79,858-59.0% |
| Participation rate | 73.7% | 57.5%+16.1pp | 68.0%+5.7pp | 69.6%+4.0pp |
| Annual return | 11.69% | 22.16%-10.5pp | 245.64%-233.9pp | 31.72%-20.0pp |
| Employer contribution / active EE | $564 | $1,572-64.1% | $2,586-78.2% | $2,471-77.2% |
| Participant deferral / active EE | $2,621 | $2,740-4.3% | $3,890-32.6% | $3,740-29.9% |
| Admin fee / account holder | $787 | $3,356-76.5% | $4,882-83.9% | $5,306-85.2% |