Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $22,182 | $76,407-71.0% | $150,298-85.2% | $82,448-73.1% |
| Participation rate | 93.5% | 66.4%+27.2pp | 77.8%+15.8pp | 68.1%+25.5pp |
| Annual return | 14.66% | 39.99%-25.3pp | 62.79%-48.1pp | 41.64%-27.0pp |
| Employer contribution / active EE | $1,692 | $2,614-35.3% | $4,154-59.3% | $2,551-33.7% |
| Participant deferral / active EE | $3,514 | $3,214+9.3% | $5,453-35.6% | $4,139-15.1% |
| Admin fee / account holder | $1,119 | $6,352-82.4% | $14,116-92.1% | $7,234-84.5% |