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 | $61,942 | $45,087+37.4% | $69,483-10.9% | $72,976-15.1% |
| Participation rate | 93.8% | 68.5%+25.3pp | 74.6%+19.2pp | 69.5%+24.3pp |
| Annual return | 15.61% | 22.67%-7.1pp | 28.99%-13.4pp | 81.02%-65.4pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,995 | $2,603+168.7% | $3,537+97.8% | $3,608+93.9% |
| Admin fee / account holder | $3,604 | $3,057+17.9% | $3,841-6.2% | $5,124-29.7% |