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 | $24,798 | $48,314-48.7% | $67,561-63.3% | $80,925-69.4% |
| Participation rate | 98.6% | 66.4%+32.3pp | 72.9%+25.7pp | 67.7%+31.0pp |
| Annual return | 16.41% | 18.28%-1.9pp | 3525.44%-3509.0pp | 35.65%-19.2pp |
| Employer contribution / active EE | $1,989 | $2,022-1.6% | $2,735-27.3% | $2,756-27.9% |
| Participant deferral / active EE | $2,880 | $2,927-1.6% | $4,003-28.1% | $4,299-33.0% |
| Admin fee / account holder | $1,214 | $3,690-67.1% | $4,006-69.7% | $6,940-82.5% |