Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $45,451 | $49,255-7.7% | $70,494-35.5% | $79,856-43.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 15.41% | 30.10%-14.7pp | 109.16%-93.7pp | 31.71%-16.3pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,822 | $2,768+38.1% | $3,711+3.0% | $3,741+2.2% |
| Admin fee / account holder | $1,133 | $2,879-60.7% | $3,848-70.6% | $5,306-78.7% |