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 | $75,200 | $127,779-41.1% | $106,551-29.4% | $167,518-55.1% |
| Participation rate | 90.5% | 78.3%+12.2pp | 76.1%+14.3pp | 82.1%+8.4pp |
| Annual return | 8.98% | 33.87%-24.9pp | 26.80%-17.8pp | 478.71%-469.7pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,505 | $5,088-31.1% | $4,398-20.3% | $6,342-44.7% |
| Admin fee / account holder | $6,993 | $11,228-37.7% | $7,408-5.6% | $12,312-43.2% |