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 | $19,402 | $76,407-74.6% | $150,298-87.1% | $82,448-76.5% |
| Participation rate | 80.2% | 66.4%+13.8pp | 77.8%+2.5pp | 68.1%+12.2pp |
| Annual return | 17.07% | 39.99%-22.9pp | 62.79%-45.7pp | 41.64%-24.6pp |
| Employer contribution / active EE | $822 | $2,614-68.6% | $4,154-80.2% | $2,551-67.8% |
| Participant deferral / active EE | $2,873 | $3,214-10.6% | $5,453-47.3% | $4,139-30.6% |
| Admin fee / account holder | $3,730 | $6,352-41.3% | $14,116-73.6% | $7,234-48.4% |