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 | $92,212 | $97,550-5.5% | $120,344-23.4% | $87,485+5.4% |
| Participation rate | 90.0% | 72.8%+17.2pp | 76.7%+13.3pp | 68.9%+21.1pp |
| Annual return | 13.57% | 18.41%-4.8pp | 20.30%-6.7pp | 26.06%-12.5pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,556 | $4,230+55.0% | $5,135+27.7% | $4,274+53.4% |
| Admin fee / account holder | $18,045 | $9,543+89.1% | $12,742+41.6% | $7,775+132.1% |