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 | $23,647 | $62,592-62.2% | $85,709-72.4% | $85,847-72.5% |
| Participation rate | 80.0% | 61.1%+18.9pp | 69.9%+10.1pp | 69.3%+10.7pp |
| Annual return | 14.68% | 23.77%-9.1pp | 21.49%-6.8pp | 318.61%-303.9pp |
| Employer contribution / active EE | $1,828 | $1,755+4.1% | $2,619-30.2% | $2,565-28.7% |
| Participant deferral / active EE | $4,041 | $2,802+44.2% | $3,924+3.0% | $3,952+2.2% |
| Admin fee / account holder | $2,820 | $4,643-39.3% | $6,876-59.0% | $6,261-55.0% |