Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $57,466 | $83,485-31.2% | $125,195-54.1% | $72,976-21.3% |
| Participation rate | 71.7% | 73.3%-1.6pp | 79.8%-8.1pp | 69.5%+2.2pp |
| Annual return | 17.01% | 25.77%-8.8pp | 43.79%-26.8pp | 81.02%-64.0pp |
| Employer contribution / active EE | $754 | $2,346-67.8% | $3,866-80.5% | $2,440-69.1% |
| Participant deferral / active EE | $2,241 | $3,586-37.5% | $4,937-54.6% | $3,608-37.9% |
| Admin fee / account holder | $41,588 | $5,518+653.7% | $9,704+328.6% | $5,124+711.6% |