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 | $38,364 | $77,460-50.5% | $100,378-61.8% | $80,925-52.6% |
| Participation rate | 70.4% | 76.9%-6.6pp | 81.5%-11.1pp | 67.7%+2.7pp |
| Annual return | 13.22% | 37.24%-24.0pp | 49.41%-36.2pp | 35.65%-22.4pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,678 | $6,818-46.1% | $8,087-54.5% | $4,299-14.4% |
| Admin fee / account holder | $6,817 | $5,887+15.8% | $7,899-13.7% | $6,940-1.8% |