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 | $28,531 | $91,198-68.7% | $178,503-84.0% | $79,856-64.3% |
| Participation rate | 97.8% | 69.2%+28.6pp | 81.9%+15.8pp | 69.6%+28.1pp |
| Annual return | 18.79% | 24.20%-5.4pp | 151.12%-132.3pp | 31.71%-12.9pp |
| Employer contribution / active EE | $755 | $3,257-76.8% | $5,011-84.9% | $2,471-69.5% |
| Participant deferral / active EE | $1,777 | $3,237-45.1% | $5,202-65.9% | $3,741-52.5% |
| Admin fee / account holder | $1,558 | $6,748-76.9% | $13,987-88.9% | $5,306-70.6% |