Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $35,663 | $59,440-40.0% | $78,004-54.3% | $82,637-56.8% |
| Participation rate | 87.2% | 62.8%+24.4pp | 69.4%+17.7pp | 68.1%+19.1pp |
| Annual return | 14.35% | 40.24%-25.9pp | 31.07%-16.7pp | 53.51%-39.2pp |
| Employer contribution / active EE | $654 | $1,750-62.6% | $2,469-73.5% | $2,552-74.4% |
| Participant deferral / active EE | $2,524 | $3,138-19.6% | $4,092-38.3% | $4,126-38.8% |
| Admin fee / account holder | $3,707 | $5,504-32.7% | $7,578-51.1% | $7,339-49.5% |