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 | $57,946 | $39,132+48.1% | $57,196+1.3% | $62,881-7.8% |
| Participation rate | 97.0% | 70.5%+26.5pp | 75.3%+21.6pp | 69.3%+27.7pp |
| Annual return | 7.26% | 9.24%-2.0pp | 14.59%-7.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $8,401 | $2,374+253.8% | $3,096+171.3% | $3,203+162.3% |
| Admin fee / account holder | $1,135 | $2,594-56.2% | $3,141-63.9% | $4,296-73.6% |