Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $33,405 | $87,106-61.6% | $105,607-68.4% | $80,935-58.7% |
| Participation rate | 86.5% | 70.4%+16.0pp | 75.3%+11.2pp | 67.7%+18.8pp |
| Annual return | 11.43% | 17.01%-5.6pp | 116.11%-104.7pp | 35.66%-24.2pp |
| Employer contribution / active EE | $732 | $2,396-69.5% | $3,167-76.9% | $2,757-73.5% |
| Participant deferral / active EE | $1,753 | $3,986-56.0% | $5,011-65.0% | $4,299-59.2% |
| Admin fee / account holder | $2,471 | $8,447-70.7% | $10,958-77.4% | $6,924-64.3% |