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 | $34,257 | $43,333-20.9% | $59,883-42.8% | $64,181-46.6% |
| Participation rate | 95.1% | 69.2%+26.0pp | 74.7%+20.4pp | 69.6%+25.6pp |
| Annual return | 9.21% | -1.55%+10.8pp | 3.46%+5.7pp | 7.63%+1.6pp |
| Employer contribution / active EE | $4,294 | $2,029+111.6% | $2,722+57.7% | $2,381+80.3% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,274 | $3,006-57.6% | $3,591-64.5% | $4,887-73.9% |