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 | $20,192 | $81,276-75.2% | $155,574-87.0% | $80,925-75.0% |
| Participation rate | 90.7% | 66.2%+24.5pp | 78.2%+12.5pp | 67.7%+23.0pp |
| Annual return | 31.87% | 33.36%-1.5pp | 64.87%-33.0pp | 35.65%-3.8pp |
| Employer contribution / active EE | $2,671 | $3,103-13.9% | $4,676-42.9% | $2,756-3.1% |
| Participant deferral / active EE | $2,865 | $3,453-17.0% | $5,629-49.1% | $4,299-33.3% |
| Admin fee / account holder | $19,094 | $7,993+138.9% | $15,914+20.0% | $6,940+175.1% |