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 | $23,261 | $48,078-51.6% | $78,676-70.4% | $62,881-63.0% |
| Participation rate | 78.3% | 65.2%+13.1pp | 73.6%+4.7pp | 69.3%+9.0pp |
| Annual return | 7.72% | 31.36%-23.6pp | 62.19%-54.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $975 | $2,015-51.6% | $2,850-65.8% | $2,281-57.2% |
| Participant deferral / active EE | $2,021 | $2,587-21.9% | $3,517-42.5% | $3,203-36.9% |
| Admin fee / account holder | $803 | $3,206-75.0% | $4,510-82.2% | $4,296-81.3% |