Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $18,581 | $78,027-76.2% | $178,528-89.6% | $80,925-77.0% |
| Participation rate | 87.5% | 65.7%+21.8pp | 77.1%+10.4pp | 67.7%+19.8pp |
| Annual return | 10.98% | 18.09%-7.1pp | 27.11%-16.1pp | 35.65%-24.7pp |
| Employer contribution / active EE | $1,284 | $2,281-43.7% | $3,950-67.5% | $2,756-53.4% |
| Participant deferral / active EE | $2,027 | $4,408-54.0% | $6,278-67.7% | $4,299-52.8% |
| Admin fee / account holder | $436 | $7,168-93.9% | $10,419-95.8% | $6,940-93.7% |