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 | $22,979 | $77,901-70.5% | $149,717-84.7% | $75,181-69.4% |
| Participation rate | 97.4% | 65.6%+31.8pp | 78.8%+18.6pp | 67.2%+30.2pp |
| Annual return | 17.16% | 31.73%-14.6pp | 134.41%-117.2pp | 160.69%-143.5pp |
| Employer contribution / active EE | $1,556 | $3,137-50.4% | $4,820-67.7% | $2,671-41.7% |
| Participant deferral / active EE | $904 | $3,411-73.5% | $5,682-84.1% | $4,126-78.1% |
| Admin fee / account holder | $9,182 | $5,949+54.3% | $13,213-30.5% | $5,650+62.5% |