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 | $29,233 | $78,707-62.9% | $117,861-75.2% | $70,126-58.3% |
| Participation rate | 71.2% | 73.2%-2.0pp | 79.7%-8.5pp | 69.5%+1.6pp |
| Annual return | 19.83% | 23.30%-3.5pp | 335.11%-315.3pp | 73.15%-53.3pp |
| Employer contribution / active EE | $836 | $2,223-62.4% | $3,786-77.9% | $2,343-64.3% |
| Participant deferral / active EE | $2,850 | $3,297-13.6% | $4,482-36.4% | $3,332-14.5% |
| Admin fee / account holder | $450 | $5,066-91.1% | $8,021-94.4% | $4,645-90.3% |