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 | $62,152 | $81,233-23.5% | $155,567-60.0% | $80,874-23.2% |
| Participation rate | 83.7% | 66.2%+17.4pp | 78.2%+5.5pp | 67.6%+16.0pp |
| Annual return | 17.27% | 33.33%-16.1pp | 64.74%-47.5pp | 35.62%-18.3pp |
| Employer contribution / active EE | $550 | $3,101-82.2% | $4,674-88.2% | $2,756-80.0% |
| Participant deferral / active EE | $1,921 | $3,452-44.4% | $5,628-65.9% | $4,297-55.3% |
| Admin fee / account holder | $1,119 | $7,998-86.0% | $15,916-93.0% | $6,935-83.9% |