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 | $106,441 | $110,307-3.5% | $96,576+10.2% | $139,456-23.7% |
| Participation rate | 86.4% | 78.1%+8.2pp | 76.0%+10.4pp | 80.3%+6.0pp |
| Annual return | 11.40% | 26.40%-15.0pp | 25.87%-14.5pp | 373.45%-362.0pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $2,965-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $4,544 | $5,547-18.1% | $4,851-6.3% | $6,711-32.3% |
| Admin fee / account holder | $8,485 | $11,597-26.8% | $8,253+2.8% | $11,407-25.6% |