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 | $22,577 | $58,311-61.3% | $81,882-72.4% | $80,959-72.1% |
| Participation rate | 76.9% | 63.5%+13.4pp | 72.4%+4.5pp | 67.7%+9.3pp |
| Annual return | 14.23% | 41.85%-27.6pp | 779.47%-765.2pp | 35.67%-21.4pp |
| Employer contribution / active EE | $501 | $2,347-78.7% | $2,916-82.8% | $2,757-81.8% |
| Participant deferral / active EE | $1,884 | $3,287-42.7% | $4,323-56.4% | $4,300-56.2% |
| Admin fee / account holder | $344 | $4,752-92.8% | $7,360-95.3% | $6,925-95.0% |