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 | $23,153 | $54,757-57.7% | $90,304-74.4% | $72,975-68.3% |
| Participation rate | 95.5% | 65.2%+30.3pp | 73.3%+22.2pp | 69.5%+26.0pp |
| Annual return | 25.69% | 30.63%-4.9pp | 78.13%-52.4pp | 81.01%-55.3pp |
| Employer contribution / active EE | $3,426 | $2,093+63.7% | $2,855+20.0% | $2,440+40.4% |
| Participant deferral / active EE | $7,710 | $2,887+167.0% | $3,885+98.5% | $3,608+113.7% |
| Admin fee / account holder | $2,288 | $3,973-42.4% | $5,354-57.3% | $5,124-55.3% |