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 | $14,029 | $45,050-68.9% | $63,018-77.7% | $70,126-80.0% |
| Participation rate | 93.8% | 69.5%+24.2pp | 74.8%+18.9pp | 69.5%+24.2pp |
| Annual return | 18.83% | 18.76%+0.1pp | 87.62%-68.8pp | 73.15%-54.3pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,910 | $2,466+18.0% | $3,330-12.6% | $3,332-12.7% |
| Admin fee / account holder | $3,367 | $2,834+18.8% | $3,601-6.5% | $4,645-27.5% |