Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $79,748 | $78,690+1.3% | $161,489-50.6% | $87,485-8.8% |
| Participation rate | 87.0% | 67.5%+19.5pp | 78.7%+8.3pp | 68.9%+18.1pp |
| Annual return | 13.78% | 32.74%-19.0pp | 89.72%-75.9pp | 26.06%-12.3pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,828 | $3,311+15.6% | $5,630-32.0% | $4,274-10.4% |
| Admin fee / account holder | $4,302 | $6,724-36.0% | $16,006-73.1% | $7,775-44.7% |