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 | $59,539 | $67,602-11.9% | $82,312-27.7% | $70,126-15.1% |
| Participation rate | 91.5% | 72.8%+18.8pp | 76.9%+14.6pp | 69.5%+22.0pp |
| Annual return | 15.03% | 21.57%-6.5pp | 25.88%-10.9pp | 73.15%-58.1pp |
| Employer contribution / active EE | $1,026 | $1,755-41.6% | $2,428-57.8% | $2,343-56.2% |
| Participant deferral / active EE | $1,593 | $2,987-46.7% | $3,706-57.0% | $3,332-52.2% |
| Admin fee / account holder | $9,969 | $4,512+121.0% | $5,608+77.8% | $4,645+114.6% |