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 | $46,582 | $60,349-22.8% | $74,184-37.2% | $62,881-25.9% |
| Participation rate | 71.4% | 72.7%-1.3pp | 76.6%-5.2pp | 69.3%+2.1pp |
| Annual return | 8.42% | 21.38%-13.0pp | 17.74%-9.3pp | 20.14%-11.7pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,199 | $2,856-23.0% | $3,550-38.0% | $3,203-31.3% |
| Admin fee / account holder | $2,404 | $4,261-43.6% | $5,586-57.0% | $4,296-44.0% |