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 | $48,249 | $46,534+3.7% | $64,097-24.7% | $75,177-35.8% |
| Participation rate | 95.8% | 65.9%+29.9pp | 72.3%+23.5pp | 67.2%+28.6pp |
| Annual return | 12.44% | 26.07%-13.6pp | 33.75%-21.3pp | 160.75%-148.3pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,369 | $2,835-51.7% | $3,881-64.7% | $4,126-66.8% |
| Admin fee / account holder | $777 | $2,957-73.7% | $3,070-74.7% | $5,651-86.3% |