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 | $32,035 | $70,486-54.6% | $100,528-68.1% | $79,852-59.9% |
| Participation rate | 98.9% | 73.6%+25.3pp | 79.4%+19.5pp | 69.6%+29.3pp |
| Annual return | 0.00% | 21.90%-21.9pp | 30.90%-30.9pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,637 | $2,165-24.4% | $3,419-52.1% | $2,471-33.8% |
| Participant deferral / active EE | $4,666 | $5,182-9.9% | $6,271-25.6% | $3,740+24.8% |
| Admin fee / account holder | $1,047 | $4,480-76.6% | $8,084-87.1% | $5,306-80.3% |