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 | $35,993 | $153,311-76.5% | $109,313-67.1% | $273,972-86.9% |
| Participation rate | 87.5% | 80.1%+7.4pp | 71.3%+16.2pp | 83.0%+4.5pp |
| Annual return | 5.80% | 29.86%-24.1pp | 22.07%-16.3pp | 41.46%-35.7pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,364 | $3,932-14.4% | $3,166+6.2% | $5,287-36.4% |
| Admin fee / account holder | $2,005 | $8,076-75.2% | $5,666-64.6% | $10,133-80.2% |