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 | $85,602 | $45,050+90.0% | $63,018+35.8% | $70,126+22.1% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 13.70% | 18.76%-5.1pp | 87.62%-73.9pp | 73.15%-59.4pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,064 | $2,466-16.3% | $3,330-38.0% | $3,332-38.1% |
| Admin fee / account holder | $7,456 | $2,834+163.1% | $3,601+107.1% | $4,645+60.5% |