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 | $23,828 | $91,198-73.9% | $178,503-86.7% | $79,856-70.2% |
| Participation rate | 86.7% | 69.2%+17.5pp | 81.9%+4.7pp | 69.6%+17.0pp |
| Annual return | 12.65% | 24.20%-11.6pp | 151.12%-138.5pp | 31.71%-19.1pp |
| Employer contribution / active EE | $2,112 | $3,257-35.2% | $5,011-57.9% | $2,471-14.6% |
| Participant deferral / active EE | $1,100 | $3,237-66.0% | $5,202-78.9% | $3,741-70.6% |
| Admin fee / account holder | $1,529 | $6,748-77.3% | $13,987-89.1% | $5,306-71.2% |