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 | $25,992 | $58,828-55.8% | $78,002-66.7% | $62,881-58.7% |
| Participation rate | 79.7% | 71.1%+8.6pp | 75.5%+4.1pp | 69.3%+10.4pp |
| Annual return | 6.79% | 17.16%-10.4pp | 425.99%-419.2pp | 20.14%-13.4pp |
| Employer contribution / active EE | $946 | $1,672-43.4% | $2,470-61.7% | $2,281-58.5% |
| Participant deferral / active EE | $2,129 | $2,686-20.7% | $3,497-39.1% | $3,203-33.5% |
| Admin fee / account holder | $882 | $4,393-79.9% | $5,481-83.9% | $4,296-79.5% |