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 | $19,137 | $47,944-60.1% | $67,834-71.8% | $62,881-69.6% |
| Participation rate | 80.6% | 61.1%+19.5pp | 68.8%+11.8pp | 69.3%+11.3pp |
| Annual return | 10.33% | 11.77%-1.4pp | 138.47%-128.1pp | 20.14%-9.8pp |
| Employer contribution / active EE | $1,522 | $1,562-2.6% | $2,403-36.7% | $2,281-33.3% |
| Participant deferral / active EE | $1,617 | $2,247-28.0% | $3,160-48.8% | $3,203-49.5% |
| Admin fee / account holder | $719 | $3,712-80.6% | $4,622-84.4% | $4,296-83.3% |