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 | $62,608 | $53,127+17.8% | $86,587-27.7% | $70,131-10.7% |
| Participation rate | 93.1% | 65.3%+27.8pp | 73.5%+19.6pp | 69.5%+23.6pp |
| Annual return | 13.51% | 27.66%-14.1pp | 964.86%-951.3pp | 73.14%-59.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,268 | $2,696-15.9% | $3,609-37.1% | $3,332-31.9% |
| Admin fee / account holder | $4,073 | $3,585+13.6% | $4,906-17.0% | $4,645-12.3% |