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 | $99,065 | $88,707+11.7% | $74,184+33.5% | $273,972-63.8% |
| Participation rate | 72.2% | 79.4%-7.2pp | 76.6%-4.4pp | 83.0%-10.8pp |
| Annual return | 6.97% | 11.94%-5.0pp | 17.74%-10.8pp | 41.46%-34.5pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,575 | $4,212-15.1% | $3,550+0.7% | $5,287-32.4% |
| Admin fee / account holder | $28,363 | $8,717+225.4% | $5,586+407.8% | $10,133+179.9% |