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 | $49,565 | $60,349-17.9% | $74,184-33.2% | $62,881-21.2% |
| Participation rate | 84.0% | 72.7%+11.3pp | 76.6%+7.4pp | 69.3%+14.7pp |
| Annual return | 6.21% | 21.38%-15.2pp | 17.74%-11.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,926 | $2,856+2.4% | $3,550-17.6% | $3,203-8.7% |
| Admin fee / account holder | $44,176 | $4,261+936.8% | $5,586+690.9% | $4,296+928.4% |