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 | $24,405 | $58,493-58.3% | $84,021-71.0% | $72,975-66.6% |
| Participation rate | 90.7% | 61.2%+29.5pp | 69.0%+21.7pp | 69.5%+21.2pp |
| Annual return | 25.11% | 28.93%-3.8pp | 71.32%-46.2pp | 81.01%-55.9pp |
| Employer contribution / active EE | $1,300 | $1,163+11.8% | $1,984-34.5% | $2,440-46.7% |
| Participant deferral / active EE | $5,135 | $2,394+114.5% | $3,239+58.5% | $3,608+42.3% |
| Admin fee / account holder | $1,103 | $4,569-75.9% | $6,102-81.9% | $5,124-78.5% |