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 | $21,893 | $53,128-58.8% | $86,582-74.7% | $70,126-68.8% |
| Participation rate | 76.8% | 65.3%+11.5pp | 73.5%+3.3pp | 69.5%+7.3pp |
| Annual return | 22.26% | 27.66%-5.4pp | 965.08%-942.8pp | 73.15%-50.9pp |
| Employer contribution / active EE | $424 | $2,068-79.5% | $2,839-85.1% | $2,343-81.9% |
| Participant deferral / active EE | $3,004 | $2,695+11.5% | $3,609-16.8% | $3,332-9.8% |
| Admin fee / account holder | $484 | $3,584-86.5% | $4,904-90.1% | $4,645-89.6% |