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 | $25,722 | $54,757-53.0% | $90,300-71.5% | $72,983-64.8% |
| Participation rate | 97.7% | 65.1%+32.6pp | 73.3%+24.5pp | 69.5%+28.2pp |
| Annual return | 22.37% | 30.63%-8.3pp | 78.11%-55.7pp | 81.01%-58.6pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,592 | $2,887+24.4% | $3,884-7.5% | $3,608-0.4% |
| Admin fee / account holder | $1,331 | $3,972-66.5% | $5,353-75.1% | $5,124-74.0% |