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 | $24,609 | $84,236-70.8% | $170,435-85.6% | $70,126-64.9% |
| Participation rate | 97.5% | 70.8%+26.7pp | 83.6%+13.9pp | 69.5%+28.0pp |
| Annual return | 16.43% | 23.06%-6.6pp | 205.94%-189.5pp | 73.15%-56.7pp |
| Employer contribution / active EE | $988 | $3,387-70.8% | $5,432-81.8% | $2,343-57.8% |
| Participant deferral / active EE | $3,216 | $3,086+4.2% | $4,939-34.9% | $3,332-3.5% |
| Admin fee / account holder | $1,080 | $5,698-81.1% | $13,881-92.2% | $4,645-76.8% |