Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $23,972 | $58,493-59.0% | $84,023-71.5% | $72,976-67.2% |
| Participation rate | 83.3% | 61.2%+22.1pp | 69.0%+14.3pp | 69.5%+13.8pp |
| Annual return | 16.59% | 28.93%-12.3pp | 71.32%-54.7pp | 81.02%-64.4pp |
| Employer contribution / active EE | $1,242 | $1,163+6.8% | $1,984-37.4% | $2,440-49.1% |
| Participant deferral / active EE | $2,696 | $2,394+12.6% | $3,239-16.8% | $3,608-25.3% |
| Admin fee / account holder | $15,801 | $4,569+245.8% | $6,102+158.9% | $5,124+208.4% |