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 | $26,316 | $88,042-70.1% | $138,135-80.9% | $79,852-67.0% |
| Participation rate | 97.0% | 71.4%+25.5pp | 78.7%+18.3pp | 69.6%+27.3pp |
| Annual return | 11.93% | 20.58%-8.6pp | 20.51%-8.6pp | 31.72%-19.8pp |
| Employer contribution / active EE | $1,408 | $3,103-54.6% | $5,587-74.8% | $2,471-43.0% |
| Participant deferral / active EE | $2,068 | $4,704-56.0% | $6,431-67.9% | $3,740-44.7% |
| Admin fee / account holder | $4,838 | $7,791-37.9% | $11,856-59.2% | $5,306-8.8% |