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 | $33,416 | $48,314-30.8% | $67,561-50.5% | $80,925-58.7% |
| Participation rate | 71.4% | 66.4%+5.0pp | 72.9%-1.5pp | 67.7%+3.8pp |
| Annual return | 14.46% | 18.28%-3.8pp | 3525.44%-3511.0pp | 35.65%-21.2pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,365 | $2,927+15.0% | $4,003-15.9% | $4,299-21.7% |
| Admin fee / account holder | $2,088 | $3,690-43.4% | $4,006-47.9% | $6,940-69.9% |