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 | $68,240 | $49,255+38.5% | $70,494-3.2% | $79,856-14.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 15.29% | 30.10%-14.8pp | 109.16%-93.9pp | 31.71%-16.4pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,084 | $2,768+155.9% | $3,711+90.9% | $3,741+89.4% |
| Admin fee / account holder | $4,279 | $2,879+48.6% | $3,848+11.2% | $5,306-19.4% |