Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $22,949 | $65,027-64.7% | $90,970-74.8% | $79,852-71.3% |
| Participation rate | 82.7% | 61.6%+21.0pp | 69.0%+13.6pp | 69.6%+13.0pp |
| Annual return | 22.48% | 30.45%-8.0pp | 134.58%-112.1pp | 31.72%-9.2pp |
| Employer contribution / active EE | $1,504 | $1,247+20.5% | $2,122-29.2% | $2,471-39.2% |
| Participant deferral / active EE | $2,727 | $2,512+8.6% | $3,373-19.2% | $3,740-27.1% |
| Admin fee / account holder | $1,426 | $4,535-68.6% | $5,960-76.1% | $5,306-73.1% |