Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $22,295 | $55,684-60.0% | $75,900-70.6% | $72,976-69.4% |
| Participation rate | 98.4% | 61.1%+37.2pp | 69.3%+29.1pp | 69.5%+28.9pp |
| Annual return | 16.66% | 27.60%-10.9pp | 30.73%-14.1pp | 81.02%-64.4pp |
| Employer contribution / active EE | $590 | $1,687-65.0% | $2,501-76.4% | $2,440-75.8% |
| Participant deferral / active EE | $2,537 | $2,634-3.7% | $3,604-29.6% | $3,608-29.7% |
| Admin fee / account holder | $2,885 | $3,981-27.5% | $5,421-46.8% | $5,124-43.7% |