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 | $22,590 | $54,763-58.7% | $90,324-75.0% | $72,976-69.0% |
| Participation rate | 96.3% | 65.2%+31.1pp | 73.3%+23.0pp | 69.5%+26.8pp |
| Annual return | 19.12% | 30.63%-11.5pp | 78.15%-59.0pp | 81.02%-61.9pp |
| Employer contribution / active EE | $879 | $2,093-58.0% | $2,856-69.2% | $2,440-64.0% |
| Participant deferral / active EE | $3,887 | $2,887+34.6% | $3,8850% | $3,608+7.7% |
| Admin fee / account holder | $584 | $3,973-85.3% | $5,356-89.1% | $5,124-88.6% |