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 | $16,110 | $77,908-79.3% | $149,696-89.2% | $75,173-78.6% |
| Participation rate | 84.7% | 65.6%+19.1pp | 78.8%+5.9pp | 67.2%+17.5pp |
| Annual return | 16.00% | 31.73%-15.7pp | 134.46%-118.5pp | 160.72%-144.7pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,222 | $3,411+23.8% | $5,682-25.7% | $4,126+2.3% |
| Admin fee / account holder | $728 | $5,950-87.8% | $13,212-94.5% | $5,651-87.1% |