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 | $63,778 | $77,449-17.7% | $69,483-8.2% | $152,909-58.3% |
| Participation rate | 81.8% | 78.1%+3.7pp | 74.6%+7.2pp | 82.5%-0.6pp |
| Annual return | 18.34% | 39.09%-20.8pp | 28.99%-10.6pp | 345.46%-327.1pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,097 | $4,415-29.9% | $3,537-12.4% | $5,851-47.1% |
| Admin fee / account holder | $3,071 | $6,210-50.5% | $3,841-20.0% | $11,601-73.5% |