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 | $94,309 | $76,551+23.2% | $123,894-23.9% | $62,881+50.0% |
| Participation rate | 73.1% | 73.0%+0.1pp | 81.4%-8.3pp | 69.3%+3.8pp |
| Annual return | 6.45% | 18.68%-12.2pp | 47.52%-41.1pp | 20.14%-13.7pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,283 | $4,840-52.8% | $5,984-61.9% | $3,203-28.7% |
| Admin fee / account holder | $24,019 | $4,826+397.7% | $8,357+187.4% | $4,296+459.1% |