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 | $45,459 | $65,367-30.5% | $92,915-51.1% | $72,976-37.7% |
| Participation rate | 74.1% | 68.3%+5.8pp | 76.0%-1.9pp | 69.5%+4.6pp |
| Annual return | 23.10% | 42.11%-19.0pp | 109.45%-86.3pp | 81.02%-57.9pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,036 | $3,128-2.9% | $4,238-28.4% | $3,608-15.8% |
| Admin fee / account holder | $10,235 | $4,251+140.7% | $5,796+76.6% | $5,124+99.7% |