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 | $18,898 | $58,311-67.6% | $81,882-76.9% | $80,959-76.7% |
| Participation rate | 95.8% | 63.5%+32.3pp | 72.4%+23.4pp | 67.7%+28.2pp |
| Annual return | 16.52% | 41.85%-25.3pp | 779.47%-763.0pp | 35.67%-19.1pp |
| Employer contribution / active EE | $1,949 | $2,347-16.9% | $2,916-33.2% | $2,757-29.3% |
| Participant deferral / active EE | $2,977 | $3,287-9.4% | $4,323-31.1% | $4,300-30.8% |
| Admin fee / account holder | $4,392 | $4,752-7.6% | $7,360-40.3% | $6,925-36.6% |