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 | $34,724 | $94,436-63.2% | $115,599-70.0% | $82,637-58.0% |
| Participation rate | 88.4% | 70.4%+17.9pp | 74.3%+14.1pp | 68.1%+20.3pp |
| Annual return | 18.12% | 18.37%-0.2pp | 111.10%-93.0pp | 53.51%-35.4pp |
| Employer contribution / active EE | $1,516 | $2,324-34.7% | $2,955-48.7% | $2,552-40.6% |
| Participant deferral / active EE | $2,709 | $3,955-31.5% | $4,889-44.6% | $4,126-34.3% |
| Admin fee / account holder | $965 | $10,328-90.7% | $12,841-92.5% | $7,339-86.8% |