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 | $25,644 | $88,707-71.1% | $74,184-65.4% | $273,972-90.6% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 16.26% | 11.94%+4.3pp | 17.74%-1.5pp | 41.46%-25.2pp |
| Employer contribution / active EE | $2,100 | $3,159-33.5% | $2,370-11.4% | $4,869-56.9% |
| Participant deferral / active EE | $4,760 | $4,212+13.0% | $3,550+34.1% | $5,287-10.0% |
| Admin fee / account holder | $620 | $8,717-92.9% | $5,586-88.9% | $10,133-93.9% |