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 | $23,906 | $114,119-79.1% | $107,187-77.7% | $138,895-82.8% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 79.9%+7.6pp |
| Annual return | 19.00% | 273.21%-254.2pp | 204.55%-185.5pp | 145.39%-126.4pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,421 | $5,538-56.3% | $5,096-52.5% | $6,396-62.1% |
| Admin fee / account holder | $1,786 | $10,024-82.2% | $9,162-80.5% | $12,562-85.8% |