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 | $23,600 | $53,128-55.6% | $86,582-72.7% | $70,126-66.3% |
| Participation rate | 96.4% | 65.3%+31.1pp | 73.5%+22.9pp | 69.5%+26.9pp |
| Annual return | 14.79% | 27.66%-12.9pp | 965.08%-950.3pp | 73.15%-58.4pp |
| Employer contribution / active EE | $1,016 | $2,068-50.9% | $2,839-64.2% | $2,343-56.6% |
| Participant deferral / active EE | $1,974 | $2,695-26.7% | $3,609-45.3% | $3,332-40.7% |
| Admin fee / account holder | $539 | $3,584-85.0% | $4,904-89.0% | $4,645-88.4% |