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 | $30,516 | $72,492-57.9% | $87,104-65.0% | $72,975-58.2% |
| Participation rate | 87.0% | 72.8%+14.1pp | 76.9%+10.1pp | 69.5%+17.5pp |
| Annual return | 23.13% | 24.46%-1.3pp | 28.19%-5.1pp | 81.01%-57.9pp |
| Employer contribution / active EE | $870 | $1,894-54.1% | $2,521-65.5% | $2,440-64.4% |
| Participant deferral / active EE | $3,985 | $3,270+21.9% | $4,048-1.6% | $3,608+10.4% |
| Admin fee / account holder | $1,062 | $5,055-79.0% | $7,491-85.8% | $5,124-79.3% |