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 | $24,830 | $91,198-72.8% | $178,503-86.1% | $79,856-68.9% |
| Participation rate | 93.1% | 69.2%+23.9pp | 81.9%+11.2pp | 69.6%+23.5pp |
| Annual return | 10.37% | 24.20%-13.8pp | 151.12%-140.7pp | 31.71%-21.3pp |
| Employer contribution / active EE | $2,109 | $3,257-35.2% | $5,011-57.9% | $2,471-14.7% |
| Participant deferral / active EE | $3,736 | $3,237+15.4% | $5,202-28.2% | $3,741-0.1% |
| Admin fee / account holder | $3,739 | $6,748-44.6% | $13,987-73.3% | $5,306-29.5% |