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 | $22,273 | $81,487-72.7% | $102,412-78.3% | $80,935-72.5% |
| Participation rate | 80.4% | 66.8%+13.6pp | 74.5%+5.9pp | 67.7%+12.7pp |
| Annual return | 11.26% | 25.60%-14.3pp | 24.94%-13.7pp | 35.66%-24.4pp |
| Employer contribution / active EE | $1,784 | $3,103-42.5% | $3,870-53.9% | $2,757-35.3% |
| Participant deferral / active EE | $3,377 | $3,871-12.8% | $5,060-33.3% | $4,299-21.5% |
| Admin fee / account holder | $6,113 | $6,717-9.0% | $8,388-27.1% | $6,924-11.7% |