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 | $24,688 | $81,331-69.6% | $155,534-84.1% | $80,935-69.5% |
| Participation rate | 92.3% | 66.3%+26.1pp | 78.2%+14.1pp | 67.7%+24.6pp |
| Annual return | 13.08% | 33.37%-20.3pp | 64.92%-51.8pp | 35.66%-22.6pp |
| Employer contribution / active EE | $1,005 | $3,105-67.6% | $4,675-78.5% | $2,757-63.6% |
| Participant deferral / active EE | $5,052 | $3,454+46.3% | $5,630-10.3% | $4,299+17.5% |
| Admin fee / account holder | $7,478 | $7,999-6.5% | $15,900-53.0% | $6,924+8.0% |