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 | $21,059 | $76,407-72.4% | $150,298-86.0% | $82,448-74.5% |
| Participation rate | 74.7% | 66.4%+8.3pp | 77.8%-3.1pp | 68.1%+6.6pp |
| Annual return | 15.22% | 39.99%-24.8pp | 62.79%-47.6pp | 41.64%-26.4pp |
| Employer contribution / active EE | $563 | $2,614-78.5% | $4,154-86.4% | $2,551-77.9% |
| Participant deferral / active EE | $4,709 | $3,214+46.5% | $5,453-13.6% | $4,139+13.8% |
| Admin fee / account holder | $2,932 | $6,352-53.8% | $14,116-79.2% | $7,234-59.5% |