Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $20,674 | $49,255-58.0% | $70,494-70.7% | $79,856-74.1% |
| Participation rate | 85.7% | 69.2%+16.6pp | 75.1%+10.7pp | 69.6%+16.1pp |
| Annual return | 14.27% | 30.10%-15.8pp | 109.16%-94.9pp | 31.71%-17.4pp |
| Employer contribution / active EE | $3,298 | $2,100+57.0% | $2,738+20.4% | $2,471+33.4% |
| Participant deferral / active EE | $2,588 | $2,768-6.5% | $3,711-30.2% | $3,741-30.8% |
| Admin fee / account holder | $606 | $2,879-78.9% | $3,848-84.2% | $5,306-88.6% |