Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $68,715 | $81,358-15.5% | $155,556-55.8% | $80,959-15.1% |
| Participation rate | 82.3% | 66.3%+16.0pp | 78.2%+4.1pp | 67.7%+14.6pp |
| Annual return | 14.43% | 33.39%-19.0pp | 64.84%-50.4pp | 35.67%-21.2pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,220 | $3,455-6.8% | $5,631-42.8% | $4,300-25.1% |
| Admin fee / account holder | $6,338 | $7,994-20.7% | $15,885-60.1% | $6,925-8.5% |