Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $67,377 | $97,289-30.7% | $92,805-27.4% | $155,188-56.6% |
| Participation rate | 82.6% | 84.2%-1.6pp | 83.5%-0.9pp | 80.8%+1.8pp |
| Annual return | 13.48% | 29.03%-15.6pp | 31.59%-18.1pp | 148.84%-135.4pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $9,296 | $8,795+5.7% | $8,448+10.0% | $6,531+42.3% |
| Admin fee / account holder | $11,001 | $12,015-8.4% | $10,911+0.8% | $14,480-24.0% |