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 | $73,826 | $81,276-9.2% | $155,574-52.5% | $80,925-8.8% |
| Participation rate | 70.3% | 66.2%+4.0pp | 78.2%-7.9pp | 67.7%+2.6pp |
| Annual return | 12.19% | 33.36%-21.2pp | 64.87%-52.7pp | 35.65%-23.5pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,415 | $3,453-1.1% | $5,629-39.3% | $4,299-20.6% |
| Admin fee / account holder | $19,456 | $7,993+143.4% | $15,914+22.3% | $6,940+180.3% |