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 | $59,714 | $93,589-36.2% | $135,942-56.1% | $75,181-20.6% |
| Participation rate | 72.7% | 75.2%-2.5pp | 81.9%-9.2pp | 67.2%+5.5pp |
| Annual return | 20.52% | 30.90%-10.4pp | 68.28%-47.8pp | 160.69%-140.2pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,628 | $6,405-43.4% | $7,759-53.2% | $4,126-12.1% |
| Admin fee / account holder | $1,450 | $6,977-79.2% | $10,764-86.5% | $5,650-74.3% |