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 | $62,454 | $72,177-13.5% | $115,038-45.7% | $59,633+4.7% |
| Participation rate | 74.3% | 72.6%+1.7pp | 81.4%-7.1pp | 68.7%+5.6pp |
| Annual return | 3.65% | 12.02%-8.4pp | 26.14%-22.5pp | 2041.45%-2037.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,128 | $4,783-34.6% | $6,026-48.1% | $3,192-2.0% |
| Admin fee / account holder | $9,484 | $4,927+92.5% | $8,175+16.0% | $4,297+120.7% |