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 | $32,291 | $65,712-50.9% | $57,196-43.5% | $273,972-88.2% |
| Participation rate | 94.1% | 78.3%+15.8pp | 75.3%+18.8pp | 83.0%+11.1pp |
| Annual return | 8.69% | 22.01%-13.3pp | 14.59%-5.9pp | 41.46%-32.8pp |
| Employer contribution / active EE | $939 | $3,280-71.4% | $2,683-65.0% | $4,869-80.7% |
| Participant deferral / active EE | $1,723 | $3,782-54.5% | $3,096-44.4% | $5,287-67.4% |
| Admin fee / account holder | $4,637 | $4,838-4.1% | $3,141+47.6% | $10,133-54.2% |