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 | $26,658 | $54,541-51.1% | $78,778-66.2% | $70,126-62.0% |
| Participation rate | 81.0% | 60.8%+20.2pp | 69.2%+11.8pp | 69.5%+11.5pp |
| Annual return | 15.38% | 21.07%-5.7pp | 35.62%-20.2pp | 73.15%-57.8pp |
| Employer contribution / active EE | $618 | $1,089-43.2% | $1,986-68.9% | $2,343-73.6% |
| Participant deferral / active EE | $2,178 | $2,210-1.5% | $2,958-26.4% | $3,332-34.6% |
| Admin fee / account holder | $8,388 | $3,709+126.2% | $5,134+63.4% | $4,645+80.6% |