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 | $32,092 | $75,541-57.5% | $152,093-78.9% | $82,637-61.2% |
| Participation rate | 97.6% | 66.5%+31.1pp | 77.8%+19.9pp | 68.1%+29.6pp |
| Annual return | 18.07% | 32.56%-14.5pp | 66.36%-48.3pp | 53.51%-35.4pp |
| Employer contribution / active EE | $588 | $2,622-77.6% | $4,175-85.9% | $2,552-76.9% |
| Participant deferral / active EE | $2,833 | $3,206-11.6% | $5,451-48.0% | $4,126-31.3% |
| Admin fee / account holder | $1,223 | $6,405-80.9% | $14,497-91.6% | $7,339-83.3% |