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 | $70,403 | $84,236-16.4% | $170,435-58.7% | $70,126+0.4% |
| Participation rate | 71.8% | 70.8%+1.0pp | 83.6%-11.8pp | 69.5%+2.3pp |
| Annual return | 17.03% | 23.06%-6.0pp | 205.94%-188.9pp | 73.15%-56.1pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,904 | $3,086+58.9% | $4,939-0.7% | $3,332+47.2% |
| Admin fee / account holder | $24,920 | $5,698+337.3% | $13,881+79.5% | $4,645+436.4% |