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 | $62,872 | $72,177-12.9% | $115,038-45.3% | $59,633+5.4% |
| Participation rate | 74.2% | 72.6%+1.6pp | 81.4%-7.2pp | 68.7%+5.5pp |
| Annual return | 0.49% | 12.02%-11.5pp | 26.14%-25.7pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $458 | $2,841-83.9% | $4,608-90.1% | $2,203-79.2% |
| Participant deferral / active EE | $4,692 | $4,783-1.9% | $6,026-22.1% | $3,192+47.0% |
| Admin fee / account holder | $1,586 | $4,927-67.8% | $8,175-80.6% | $4,297-63.1% |