Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $19,908 | $68,852-71.1% | $120,524-83.5% | $80,925-75.4% |
| Participation rate | 82.9% | 61.6%+21.2pp | 71.9%+10.9pp | 67.7%+15.2pp |
| Annual return | 11.70% | 23.67%-12.0pp | 107.36%-95.7pp | 35.65%-24.0pp |
| Employer contribution / active EE | $693 | $2,063-66.4% | $3,469-80.0% | $2,756-74.9% |
| Participant deferral / active EE | $3,397 | $3,187+6.6% | $4,994-32.0% | $4,299-21.0% |
| Admin fee / account holder | $1,225 | $5,781-78.8% | $9,440-87.0% | $6,940-82.3% |