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 | $36,255 | $95,453-62.0% | $112,040-67.6% | $82,448-56.0% |
| Participation rate | 94.1% | 72.8%+21.4pp | 76.5%+17.6pp | 68.1%+26.0pp |
| Annual return | 19.35% | 23.92%-4.6pp | 24.52%-5.2pp | 41.64%-22.3pp |
| Employer contribution / active EE | $1,059 | $2,318-54.3% | $2,954-64.2% | $2,551-58.5% |
| Participant deferral / active EE | $2,641 | $4,224-37.5% | $5,098-48.2% | $4,139-36.2% |
| Admin fee / account holder | $907 | $9,013-89.9% | $12,098-92.5% | $7,234-87.5% |