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 | $145,896 | $106,524+37.0% | $152,301-4.2% | $87,485+66.8% |
| Participation rate | 86.5% | 75.8%+10.7pp | 82.4%+4.0pp | 68.9%+17.6pp |
| Annual return | 14.48% | 26.89%-12.4pp | 80.50%-66.0pp | 26.06%-11.6pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,315 | $6,525+27.4% | $8,004+3.9% | $4,274+94.6% |
| Admin fee / account holder | $17,666 | $8,287+113.2% | $14,398+22.7% | $7,775+127.2% |