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 | $24,053 | $52,580-54.3% | $71,671-66.4% | $70,126-65.7% |
| Participation rate | 72.7% | 60.9%+11.9pp | 68.7%+4.0pp | 69.5%+3.2pp |
| Annual return | 17.07% | 20.25%-3.2pp | 20.65%-3.6pp | 73.15%-56.1pp |
| Employer contribution / active EE | $1,111 | $1,616-31.2% | $2,460-54.8% | $2,343-52.6% |
| Participant deferral / active EE | $1,560 | $2,386-34.6% | $3,438-54.6% | $3,332-53.2% |
| Admin fee / account holder | $1,507 | $3,653-58.7% | $5,558-72.9% | $4,645-67.6% |