Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $27,729 | $47,479-41.6% | $62,929-55.9% | $82,448-66.4% |
| Participation rate | 74.3% | 66.9%+7.4pp | 73.1%+1.2pp | 68.1%+6.2pp |
| Annual return | 18.67% | 20.34%-1.7pp | 1063.93%-1045.3pp | 41.64%-23.0pp |
| Employer contribution / active EE | $939 | $1,885-50.2% | $2,505-62.5% | $2,551-63.2% |
| Participant deferral / active EE | $2,814 | $2,870-2.0% | $3,888-27.6% | $4,139-32.0% |
| Admin fee / account holder | $3,911 | $3,804+2.8% | $5,065-22.8% | $7,234-45.9% |