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 | $24,680 | $43,075-42.7% | $74,577-66.9% | $62,881-60.8% |
| Participation rate | 79.3% | 58.1%+21.3pp | 68.1%+11.2pp | 69.3%+10.0pp |
| Annual return | 6.47% | 17.50%-11.0pp | 20.47%-14.0pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,690 | $1,498+12.9% | $2,525-33.1% | $2,281-25.9% |
| Participant deferral / active EE | $5,155 | $2,389+115.7% | $3,458+49.1% | $3,203+60.9% |
| Admin fee / account holder | $896 | $2,840-68.4% | $4,138-78.3% | $4,296-79.1% |