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 | $18,147 | $55,684-67.4% | $75,900-76.1% | $72,976-75.1% |
| Participation rate | 97.0% | 61.1%+35.8pp | 69.3%+27.7pp | 69.5%+27.5pp |
| Annual return | 19.92% | 27.60%-7.7pp | 30.73%-10.8pp | 81.02%-61.1pp |
| Employer contribution / active EE | $2,248 | $1,687+33.3% | $2,501-10.1% | $2,440-7.9% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,604-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,175 | $3,981+4.9% | $5,421-23.0% | $5,124-18.5% |