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 | $94,678 | $106,749-11.3% | $145,433-34.9% | $82,448+14.8% |
| Participation rate | 78.5% | 75.6%+2.8pp | 82.1%-3.7pp | 68.1%+10.4pp |
| Annual return | 18.35% | 27.59%-9.2pp | 66.58%-48.2pp | 41.64%-23.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,652 | $6,519+17.4% | $7,897-3.1% | $4,139+84.9% |
| Admin fee / account holder | $13,983 | $8,390+66.7% | $13,129+6.5% | $7,234+93.3% |