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 | $39,952 | $67,894-41.2% | $89,340-55.3% | $82,448-51.5% |
| Participation rate | 98.5% | 64.0%+34.4pp | 69.6%+28.9pp | 68.1%+30.4pp |
| Annual return | 15.98% | 19.21%-3.2pp | 20.57%-4.6pp | 41.64%-25.7pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,519 | $3,072+79.6% | $3,823+44.4% | $4,139+33.3% |
| Admin fee / account holder | $1,826 | $5,723-68.1% | $6,704-72.8% | $7,234-74.8% |