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 | $46,419 | $78,425-40.8% | $95,956-51.6% | $79,858-41.9% |
| Participation rate | 93.8% | 73.5%+20.3pp | 77.1%+16.7pp | 69.6%+24.1pp |
| Annual return | 12.82% | 19.37%-6.6pp | 91.63%-78.8pp | 31.72%-18.9pp |
| Employer contribution / active EE | $638 | $1,945-67.2% | $2,541-74.9% | $2,471-74.2% |
| Participant deferral / active EE | $4,127 | $3,440+20.0% | $4,167-1.0% | $3,740+10.3% |
| Admin fee / account holder | $847 | $5,622-84.9% | $6,797-87.5% | $5,306-84.0% |