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 | $24,117 | $45,087-46.5% | $69,483-65.3% | $72,976-67.0% |
| Participation rate | 97.2% | 68.5%+28.7pp | 74.6%+22.6pp | 69.5%+27.7pp |
| Annual return | 15.43% | 22.67%-7.2pp | 28.99%-13.6pp | 81.02%-65.6pp |
| Employer contribution / active EE | $1,072 | $2,055-47.9% | $2,780-61.5% | $2,440-56.1% |
| Participant deferral / active EE | $0 | $2,603-100.0% | $3,537-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,512 | $3,057+14.9% | $3,841-8.6% | $5,124-31.5% |