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 | $43,164 | $78,707-45.2% | $117,861-63.4% | $70,126-38.4% |
| Participation rate | 72.7% | 73.2%-0.5pp | 79.7%-6.9pp | 69.5%+3.2pp |
| Annual return | 14.96% | 23.30%-8.3pp | 335.11%-320.1pp | 73.15%-58.2pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,558 | $3,297+7.9% | $4,482-20.6% | $3,332+6.8% |
| Admin fee / account holder | $3,112 | $5,066-38.6% | $8,021-61.2% | $4,645-33.0% |