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 | $64,861 | $45,050+44.0% | $63,018+2.9% | $70,126-7.5% |
| Participation rate | 88.9% | 69.5%+19.4pp | 74.8%+14.1pp | 69.5%+19.3pp |
| Annual return | 31.07% | 18.76%+12.3pp | 87.62%-56.6pp | 73.15%-42.1pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $10,185 | $2,466+313.1% | $3,330+205.9% | $3,332+205.7% |
| Admin fee / account holder | $3,029 | $2,834+6.9% | $3,601-15.9% | $4,645-34.8% |