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 | $20,019 | $81,331-75.4% | $155,534-87.1% | $80,935-75.3% |
| Participation rate | 85.2% | 66.3%+18.9pp | 78.2%+7.0pp | 67.7%+17.5pp |
| Annual return | 12.34% | 33.37%-21.0pp | 64.92%-52.6pp | 35.66%-23.3pp |
| Employer contribution / active EE | $672 | $3,105-78.4% | $4,675-85.6% | $2,757-75.6% |
| Participant deferral / active EE | $2,507 | $3,454-27.4% | $5,630-55.5% | $4,299-41.7% |
| Admin fee / account holder | $4,315 | $7,999-46.1% | $15,900-72.9% | $6,924-37.7% |