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 | $75,541-74.3% | $152,093-87.2% | $82,637-76.5% |
| Participation rate | 80.2% | 66.5%+13.7pp | 77.8%+2.5pp | 68.1%+12.2pp |
| Annual return | 17.07% | 32.56%-15.5pp | 66.36%-49.3pp | 53.51%-36.4pp |
| Employer contribution / active EE | $822 | $2,622-68.7% | $4,175-80.3% | $2,552-67.8% |
| Participant deferral / active EE | $2,873 | $3,206-10.4% | $5,451-47.3% | $4,126-30.4% |
| Admin fee / account holder | $3,730 | $6,405-41.8% | $14,497-74.3% | $7,339-49.2% |