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 | $23,507 | $54,763-57.1% | $90,324-74.0% | $72,976-67.8% |
| Participation rate | 96.2% | 65.2%+31.0pp | 73.3%+22.9pp | 69.5%+26.7pp |
| Annual return | 18.78% | 30.63%-11.9pp | 78.15%-59.4pp | 81.02%-62.2pp |
| Employer contribution / active EE | $987 | $2,093-52.9% | $2,856-65.5% | $2,440-59.6% |
| Participant deferral / active EE | $2,477 | $2,887-14.2% | $3,885-36.3% | $3,608-31.4% |
| Admin fee / account holder | $1,433 | $3,973-63.9% | $5,356-73.3% | $5,124-72.0% |