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 | $36,873 | $86,050-57.1% | $189,758-80.6% | $94,015-60.8% |
| Participation rate | 81.8% | 68.9%+12.9pp | 79.8%+2.0pp | 70.8%+11.0pp |
| Annual return | 16.63% | 17.77%-1.1pp | 52.62%-36.0pp | 17.84%-1.2pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $6,311 | $3,349+88.5% | $5,856+7.8% | $4,249+48.5% |
| Admin fee / account holder | $23,971 | $6,627+261.7% | $20,388+17.6% | $8,951+167.8% |