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 | $57,671 | $48,078+20.0% | $78,676-26.7% | $62,881-8.3% |
| Participation rate | 86.2% | 65.2%+21.0pp | 73.6%+12.6pp | 69.3%+16.9pp |
| Annual return | 6.28% | 31.36%-25.1pp | 62.19%-55.9pp | 20.14%-13.9pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,307 | $2,587-10.8% | $3,517-34.4% | $3,203-28.0% |
| Admin fee / account holder | $593 | $3,206-81.5% | $4,510-86.9% | $4,296-86.2% |