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 | $19,164 | $81,262-76.4% | $155,602-87.7% | $80,911-76.3% |
| Participation rate | 91.7% | 66.2%+25.4pp | 78.2%+13.5pp | 67.6%+24.0pp |
| Annual return | 10.77% | 33.34%-22.6pp | 64.81%-54.0pp | 35.63%-24.9pp |
| Employer contribution / active EE | $886 | $3,102-71.4% | $4,675-81.1% | $2,756-67.9% |
| Participant deferral / active EE | $2,612 | $3,451-24.3% | $5,629-53.6% | $4,297-39.2% |
| Admin fee / account holder | $1,173 | $7,992-85.3% | $15,923-92.6% | $6,935-83.1% |