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 | $31,773 | $81,358-60.9% | $155,556-79.6% | $80,959-60.8% |
| Participation rate | 97.7% | 66.3%+31.4pp | 78.2%+19.4pp | 67.7%+30.0pp |
| Annual return | 14.24% | 33.39%-19.1pp | 64.84%-50.6pp | 35.67%-21.4pp |
| Employer contribution / active EE | $1,256 | $3,106-59.6% | $4,675-73.1% | $2,757-54.4% |
| Participant deferral / active EE | $1,461 | $3,455-57.7% | $5,631-74.1% | $4,300-66.0% |
| Admin fee / account holder | $683 | $7,994-91.5% | $15,885-95.7% | $6,925-90.1% |