Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $19,872 | $75,541-73.7% | $152,093-86.9% | $82,637-76.0% |
| Participation rate | 98.8% | 66.5%+32.2pp | 77.8%+21.0pp | 68.1%+30.7pp |
| Annual return | 21.42% | 32.56%-11.1pp | 66.36%-44.9pp | 53.51%-32.1pp |
| Employer contribution / active EE | $2,526 | $2,622-3.7% | $4,175-39.5% | $2,552-1.0% |
| Participant deferral / active EE | $3,631 | $3,206+13.3% | $5,451-33.4% | $4,126-12.0% |
| Admin fee / account holder | $556 | $6,405-91.3% | $14,497-96.2% | $7,339-92.4% |