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 | $12,986 | $54,763-76.3% | $90,324-85.6% | $72,976-82.2% |
| Participation rate | 94.6% | 65.2%+29.5pp | 73.3%+21.4pp | 69.5%+25.2pp |
| Annual return | 43.04% | 30.63%+12.4pp | 78.15%-35.1pp | 81.02%-38.0pp |
| Employer contribution / active EE | $1,088 | $2,093-48.0% | $2,856-61.9% | $2,440-55.4% |
| Participant deferral / active EE | $2,509 | $2,887-13.1% | $3,885-35.4% | $3,608-30.5% |
| Admin fee / account holder | $2,802 | $3,973-29.5% | $5,356-47.7% | $5,124-45.3% |