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 | $29,913 | $37,156-19.5% | $83,854-64.3% | $86,983-65.6% |
| Participation rate | 96.8% | 49.1%+47.7pp | 59.1%+37.7pp | 69.5%+27.2pp |
| Annual return | 18.16% | 29.88%-11.7pp | 31.39%-13.2pp | 25.83%-7.7pp |
| Employer contribution / active EE | $1,239 | $661+87.5% | $1,017+21.8% | $2,584-52.1% |
| Participant deferral / active EE | $2,170 | $1,418+53.0% | $2,035+6.6% | $4,194-48.3% |
| Admin fee / account holder | $4,861 | $2,510+93.7% | $3,197+52.1% | $7,856-38.1% |