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 | $12,206 | $49,177-75.2% | $79,467-84.6% | $64,173-81.0% |
| Participation rate | 73.7% | 65.0%+8.7pp | 73.3%+0.3pp | 69.6%+4.1pp |
| Annual return | 5.95% | -1.16%+7.1pp | 718.30%-712.4pp | 7.63%-1.7pp |
| Employer contribution / active EE | $640 | $2,076-69.2% | $2,800-77.1% | $2,381-73.1% |
| Participant deferral / active EE | $2,347 | $2,821-16.8% | $3,704-36.6% | $3,470-32.4% |
| Admin fee / account holder | $928 | $3,839-75.8% | $5,104-81.8% | $4,887-81.0% |