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 | $134,520 | $77,920+72.6% | $149,723-10.2% | $75,177+78.9% |
| Participation rate | 77.3% | 65.6%+11.7pp | 78.8%-1.5pp | 67.2%+10.1pp |
| Annual return | 18.47% | 31.72%-13.2pp | 134.50%-116.0pp | 160.75%-142.3pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,682 | $3,411+37.2% | $5,682-17.6% | $4,126+13.5% |
| Admin fee / account holder | $3,024 | $5,951-49.2% | $13,215-77.1% | $5,651-46.5% |