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 | $51,356 | $66,764-23.1% | $88,497-42.0% | $62,881-18.3% |
| Participation rate | 81.1% | 77.3%+3.8pp | 82.4%-1.3pp | 69.3%+11.8pp |
| Annual return | 7.09% | 10.37%-3.3pp | 7.63%-0.5pp | 20.14%-13.0pp |
| Employer contribution / active EE | $988 | $3,077-67.9% | $4,036-75.5% | $2,281-56.7% |
| Participant deferral / active EE | $2,147 | $3,976-46.0% | $4,899-56.2% | $3,203-33.0% |
| Admin fee / account holder | $963 | $4,668-79.4% | $6,220-84.5% | $4,296-77.6% |