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 | $49,144 | $110,303-55.4% | $95,759-48.7% | $139,487-64.8% |
| Participation rate | 81.8% | 75.7%+6.1pp | 72.3%+9.6pp | 80.3%+1.5pp |
| Annual return | 18.97% | 27.19%-8.2pp | 28.42%-9.4pp | 373.84%-354.9pp |
| Employer contribution / active EE | $0 | $3,261-100.0% | $2,836-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,798 | $4,674-18.7% | $4,244-10.5% | $6,713-43.4% |
| Admin fee / account holder | $4,662 | $6,615-29.5% | $5,678-17.9% | $11,407-59.1% |