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 | $35,694 | $65,712-45.7% | $57,196-37.6% | $273,972-87.0% |
| Participation rate | 84.6% | 78.3%+6.3pp | 75.3%+9.3pp | 83.0%+1.6pp |
| Annual return | 6.13% | 22.01%-15.9pp | 14.59%-8.5pp | 41.46%-35.3pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,088 | $3,782-18.4% | $3,096-0.3% | $5,287-41.6% |
| Admin fee / account holder | $8,039 | $4,838+66.2% | $3,141+156.0% | $10,133-20.7% |