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 | $46,921 | $78,520-40.2% | $96,576-51.4% | $82,448-43.1% |
| Participation rate | 92.2% | 77.7%+14.4pp | 81.4%+10.7pp | 68.1%+24.1pp |
| Annual return | 24.82% | 41.30%-16.5pp | 38.47%-13.7pp | 41.64%-16.8pp |
| Employer contribution / active EE | $81 | $2,630-96.9% | $3,553-97.7% | $2,551-96.8% |
| Participant deferral / active EE | $19,573 | $6,754+189.8% | $7,956+146.0% | $4,139+372.9% |
| Admin fee / account holder | $9,508 | $13,455-29.3% | $11,381-16.5% | $7,234+31.4% |