Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $18,028 | $51,207-64.8% | $70,565-74.5% | $75,177-76.0% |
| Participation rate | 92.9% | 61.0%+31.9pp | 68.4%+24.5pp | 67.2%+25.7pp |
| Annual return | 17.60% | 30.05%-12.5pp | 32.79%-15.2pp | 160.75%-143.2pp |
| Employer contribution / active EE | $791 | $1,826-56.7% | $2,976-73.4% | $2,671-70.4% |
| Participant deferral / active EE | $2,631 | $2,850-7.7% | $4,568-42.4% | $4,126-36.2% |
| Admin fee / account holder | $1,961 | $4,097-52.1% | $6,430-69.5% | $5,651-65.3% |