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 | $17,464 | $99,345-82.4% | $84,753-79.4% | $273,970-93.6% |
| Participation rate | 81.8% | 80.7%+1.1pp | 76.6%+5.2pp | 83.0%-1.2pp |
| Annual return | 10.14% | 22.93%-12.8pp | 22.78%-12.6pp | 41.46%-31.3pp |
| Employer contribution / active EE | $1,684 | $4,214-60.0% | $3,574-52.9% | $4,869-65.4% |
| Participant deferral / active EE | $4,502 | $4,270+5.4% | $3,712+21.3% | $5,287-14.8% |
| Admin fee / account holder | $388 | $6,645-94.2% | $5,333-92.7% | $10,132-96.2% |