Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $32,170 | $45,087-28.6% | $69,483-53.7% | $72,976-55.9% |
| Participation rate | 97.0% | 68.5%+28.5pp | 74.6%+22.4pp | 69.5%+27.5pp |
| Annual return | 16.01% | 22.67%-6.7pp | 28.99%-13.0pp | 81.02%-65.0pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,573 | $2,603-1.1% | $3,537-27.2% | $3,608-28.7% |
| Admin fee / account holder | $9,296 | $3,057+204.1% | $3,841+142.0% | $5,124+81.4% |