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 | $34,122 | $57,140-40.3% | $85,240-60.0% | $80,959-57.9% |
| Participation rate | 74.1% | 56.4%+17.7pp | 67.5%+6.5pp | 67.7%+6.4pp |
| Annual return | 21.96% | 21.71%+0.2pp | 66.75%-44.8pp | 35.67%-13.7pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,194 | $3,115+2.5% | $4,527-29.5% | $4,300-25.7% |
| Admin fee / account holder | $10,862 | $4,992+117.6% | $6,165+76.2% | $6,925+56.8% |