Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $24,955 | $74,535-66.5% | $100,712-75.2% | $82,637-69.8% |
| Participation rate | 97.6% | 61.2%+36.4pp | 69.3%+28.3pp | 68.1%+29.5pp |
| Annual return | 13.72% | 18.92%-5.2pp | 33.27%-19.6pp | 53.51%-39.8pp |
| Employer contribution / active EE | $1,554 | $1,503+3.4% | $2,313-32.8% | $2,552-39.1% |
| Participant deferral / active EE | $2,235 | $3,074-27.3% | $4,085-45.3% | $4,126-45.8% |
| Admin fee / account holder | $1,768 | $6,576-73.1% | $9,256-80.9% | $7,339-75.9% |