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 | $21,912 | $147,556-85.2% | $129,031-83.0% | $198,609-89.0% |
| Participation rate | 83.3% | 77.2%+6.1pp | 73.4%+10.0pp | 82.4%+1.0pp |
| Annual return | 8.48% | 37.41%-28.9pp | 34.67%-26.2pp | 202.70%-194.2pp |
| Employer contribution / active EE | $1,390 | $3,645-61.9% | $3,226-56.9% | $5,055-72.5% |
| Participant deferral / active EE | $2,429 | $5,760-57.8% | $5,217-53.5% | $6,977-65.2% |
| Admin fee / account holder | $10,269 | $15,467-33.6% | $13,208-22.2% | $19,030-46.0% |