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 | $43,081 | $77,449-44.4% | $69,483-38.0% | $152,909-71.8% |
| Participation rate | 94.7% | 78.1%+16.6pp | 74.6%+20.1pp | 82.5%+12.3pp |
| Annual return | 19.97% | 39.09%-19.1pp | 28.99%-9.0pp | 345.46%-325.5pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,098 | $4,415-52.5% | $3,537-40.7% | $5,851-64.1% |
| Admin fee / account holder | $591 | $6,210-90.5% | $3,841-84.6% | $11,601-94.9% |