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 | $30,920 | $51,638-40.1% | $68,368-54.8% | $82,448-62.5% |
| Participation rate | 84.1% | 63.6%+20.4pp | 73.8%+10.3pp | 68.1%+16.0pp |
| Annual return | 16.32% | 37.53%-21.2pp | 292.57%-276.3pp | 41.64%-25.3pp |
| Employer contribution / active EE | $514 | $2,047-74.9% | $2,649-80.6% | $2,551-79.8% |
| Participant deferral / active EE | $1,913 | $2,914-34.4% | $4,123-53.6% | $4,139-53.8% |
| Admin fee / account holder | $1,005 | $4,643-78.4% | $5,150-80.5% | $7,234-86.1% |