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 | $17,348 | $47,848-63.7% | $81,473-78.7% | $70,126-75.3% |
| Participation rate | 79.4% | 58.3%+21.1pp | 68.0%+11.5pp | 69.5%+9.9pp |
| Annual return | 22.23% | 27.25%-5.0pp | 38.78%-16.6pp | 73.15%-50.9pp |
| Employer contribution / active EE | $1,926 | $1,527+26.1% | $2,568-25.0% | $2,343-17.8% |
| Participant deferral / active EE | $3,574 | $2,453+45.7% | $3,537+1.0% | $3,332+7.3% |
| Admin fee / account holder | $418 | $3,145-86.7% | $4,561-90.8% | $4,645-91.0% |