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 | $24,561 | $39,132-37.2% | $57,196-57.1% | $62,881-60.9% |
| Participation rate | 89.7% | 70.5%+19.2pp | 75.3%+14.4pp | 69.3%+20.4pp |
| Annual return | 5.51% | 9.24%-3.7pp | 14.59%-9.1pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,638 | $1,874-12.6% | $2,683-39.0% | $2,281-28.2% |
| Participant deferral / active EE | $1,507 | $2,374-36.5% | $3,096-51.3% | $3,203-53.0% |
| Admin fee / account holder | $536 | $2,594-79.3% | $3,141-82.9% | $4,296-87.5% |