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 | $81,851 | $54,541+50.1% | $78,778+3.9% | $70,126+16.7% |
| Participation rate | 80.0% | 60.8%+19.2pp | 69.2%+10.8pp | 69.5%+10.5pp |
| Annual return | 14.60% | 21.07%-6.5pp | 35.62%-21.0pp | 73.15%-58.6pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,550 | $2,210+151.1% | $2,958+87.6% | $3,332+66.6% |
| Admin fee / account holder | $1,292 | $3,709-65.2% | $5,134-74.8% | $4,645-72.2% |