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 | $87,779 | $94,031-6.6% | $115,768-24.2% | $82,448+6.5% |
| Participation rate | 88.7% | 70.4%+18.3pp | 74.4%+14.3pp | 68.1%+20.6pp |
| Annual return | 13.51% | 20.61%-7.1pp | 100.46%-87.0pp | 41.64%-28.1pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,844 | $3,972+47.1% | $4,917+18.9% | $4,139+41.2% |
| Admin fee / account holder | $1,588 | $10,249-84.5% | $12,439-87.2% | $7,234-78.1% |