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 | $74,207 | $77,908-4.8% | $149,696-50.4% | $75,173-1.3% |
| Participation rate | 80.7% | 65.6%+15.1pp | 78.8%+1.9pp | 67.2%+13.5pp |
| Annual return | 13.36% | 31.73%-18.4pp | 134.46%-121.1pp | 160.72%-147.4pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,334 | $3,411-2.3% | $5,682-41.3% | $4,126-19.2% |
| Admin fee / account holder | $18,905 | $5,950+217.7% | $13,212+43.1% | $5,651+234.6% |