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 | $25,359 | $88,672-71.4% | $105,223-75.9% | $82,448-69.2% |
| Participation rate | 95.4% | 67.9%+27.5pp | 75.0%+20.4pp | 68.1%+27.3pp |
| Annual return | 14.42% | 30.86%-16.4pp | 180.65%-166.2pp | 41.64%-27.2pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,922 | $4,036-52.4% | $5,072-62.1% | $4,139-53.6% |
| Admin fee / account holder | $1,625 | $7,146-77.3% | $8,859-81.7% | $7,234-77.5% |