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 | $17,076 | $65,712-74.0% | $57,196-70.1% | $273,972-93.8% |
| Participation rate | 95.7% | 78.3%+17.3pp | 75.3%+20.3pp | 83.0%+12.6pp |
| Annual return | 8.95% | 22.01%-13.1pp | 14.59%-5.6pp | 41.46%-32.5pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,653 | $3,782-29.9% | $3,096-14.3% | $5,287-49.8% |
| Admin fee / account holder | $864 | $4,838-82.1% | $3,141-72.5% | $10,133-91.5% |