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 | $74,084 | $67,606+9.6% | $82,313-10.0% | $70,131+5.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.10% | 21.57%-2.5pp | 25.88%-6.8pp | 73.14%-54.0pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,095 | $2,987+3.6% | $3,706-16.5% | $3,332-7.1% |
| Admin fee / account holder | $1,303 | $4,512-71.1% | $5,608-76.8% | $4,645-72.0% |