Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $25,649 | $63,773-59.8% | $81,286-68.4% | $80,925-68.3% |
| Participation rate | 94.1% | 63.9%+30.2pp | 69.5%+24.6pp | 67.7%+26.5pp |
| Annual return | 12.14% | 16.37%-4.2pp | 24.80%-12.7pp | 35.65%-23.5pp |
| Employer contribution / active EE | $1,426 | $1,979-28.0% | $2,463-42.1% | $2,756-48.3% |
| Participant deferral / active EE | $2,875 | $3,093-7.0% | $3,883-26.0% | $4,299-33.1% |
| Admin fee / account holder | $1,029 | $5,682-81.9% | $5,764-82.1% | $6,940-85.2% |