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 | $28,042 | $99,345-71.8% | $84,753-66.9% | $273,972-89.8% |
| Participation rate | 88.2% | 80.7%+7.5pp | 76.6%+11.6pp | 83.0%+5.2pp |
| Annual return | 6.63% | 22.93%-16.3pp | 22.78%-16.2pp | 41.46%-34.8pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,294 | $4,270-69.7% | $3,712-65.1% | $5,287-75.5% |
| Admin fee / account holder | $2,944 | $6,645-55.7% | $5,333-44.8% | $10,133-70.9% |