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 | $35,845 | $46,599-23.1% | $64,101-44.1% | $75,173-52.3% |
| Participation rate | 93.8% | 65.9%+27.8pp | 72.3%+21.4pp | 67.2%+26.5pp |
| Annual return | 13.02% | 26.06%-13.0pp | 33.72%-20.7pp | 160.72%-147.7pp |
| Employer contribution / active EE | $460 | $1,975-76.7% | $2,749-83.2% | $2,671-82.8% |
| Participant deferral / active EE | $1,558 | $2,837-45.1% | $3,881-59.9% | $4,126-62.2% |
| Admin fee / account holder | $1,175 | $2,956-60.3% | $3,070-61.7% | $5,651-79.2% |