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 | $84,662 | $127,790-33.7% | $106,555-20.5% | $167,536-49.5% |
| Participation rate | 85.7% | 78.3%+7.4pp | 76.1%+9.6pp | 82.1%+3.6pp |
| Annual return | 18.60% | 33.88%-15.3pp | 26.80%-8.2pp | 478.82%-460.2pp |
| Employer contribution / active EE | $0 | $3,428-100.0% | $2,819-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,950 | $5,088-42.0% | $4,399-32.9% | $6,342-53.5% |
| Admin fee / account holder | $846 | $11,229-92.5% | $7,408-88.6% | $12,315-93.1% |