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 | $24,501 | $48,053-49.0% | $84,637-71.1% | $72,976-66.4% |
| Participation rate | 96.0% | 57.6%+38.4pp | 68.2%+27.8pp | 69.5%+26.5pp |
| Annual return | 18.48% | 37.39%-18.9pp | 258.82%-240.3pp | 81.02%-62.5pp |
| Employer contribution / active EE | $1,009 | $1,602-37.0% | $2,653-62.0% | $2,440-58.7% |
| Participant deferral / active EE | $3,006 | $2,681+12.1% | $3,900-22.9% | $3,608-16.7% |
| Admin fee / account holder | $6,013 | $3,395+77.1% | $4,914+22.4% | $5,124+17.3% |