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 | $69,985 | $58,828+19.0% | $78,002-10.3% | $62,881+11.3% |
| Participation rate | 84.8% | 71.1%+13.8pp | 75.5%+9.3pp | 69.3%+15.5pp |
| Annual return | 5.56% | 17.16%-11.6pp | 425.99%-420.4pp | 20.14%-14.6pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,749 | $2,686+2.4% | $3,497-21.4% | $3,203-14.2% |
| Admin fee / account holder | $4,316 | $4,393-1.8% | $5,481-21.3% | $4,296+0.5% |