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 | $26,355 | $45,087-41.5% | $69,483-62.1% | $72,976-63.9% |
| Participation rate | 91.4% | 68.5%+23.0pp | 74.6%+16.8pp | 69.5%+21.9pp |
| Annual return | 15.09% | 22.67%-7.6pp | 28.99%-13.9pp | 81.02%-65.9pp |
| Employer contribution / active EE | $819 | $2,055-60.2% | $2,780-70.5% | $2,440-66.4% |
| Participant deferral / active EE | $1,586 | $2,603-39.1% | $3,537-55.1% | $3,608-56.0% |
| Admin fee / account holder | $1,197 | $3,057-60.8% | $3,841-68.8% | $5,124-76.6% |