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 | $44,024 | $46,596-5.5% | $64,099-31.3% | $75,181-41.4% |
| Participation rate | 93.1% | 65.9%+27.2pp | 72.3%+20.8pp | 67.2%+25.9pp |
| Annual return | 12.50% | 26.04%-13.5pp | 33.70%-21.2pp | 160.69%-148.2pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,748-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,794 | $2,837-1.5% | $3,881-28.0% | $4,126-32.3% |
| Admin fee / account holder | $4,898 | $2,954+65.8% | $3,070+59.5% | $5,650-13.3% |