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 | $72,002 | $86,922-17.2% | $102,438-29.7% | $80,874-11.0% |
| Participation rate | 92.4% | 72.4%+20.0pp | 76.5%+15.9pp | 67.6%+24.8pp |
| Annual return | 14.39% | 18.90%-4.5pp | 29.37%-15.0pp | 35.62%-21.2pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,902 | $4,119-5.3% | $5,054-22.8% | $4,297-9.2% |
| Admin fee / account holder | $1,554 | $8,050-80.7% | $9,448-83.6% | $6,935-77.6% |