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 | $25,210 | $76,407-67.0% | $150,298-83.2% | $82,448-69.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 16.32% | 39.99%-23.7pp | 62.79%-46.5pp | 41.64%-25.3pp |
| Employer contribution / active EE | $1,984 | $2,614-24.1% | $4,154-52.2% | $2,551-22.2% |
| Participant deferral / active EE | $3,956 | $3,214+23.1% | $5,453-27.4% | $4,139-4.4% |
| Admin fee / account holder | $1,460 | $6,352-77.0% | $14,116-89.7% | $7,234-79.8% |