Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $61,282 | $45,050+36.0% | $63,018-2.8% | $70,126-12.6% |
| Participation rate | 93.5% | 69.5%+24.0pp | 74.8%+18.7pp | 69.5%+23.9pp |
| Annual return | 15.79% | 18.76%-3.0pp | 87.62%-71.8pp | 73.15%-57.4pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,722 | $2,466+51.0% | $3,330+11.8% | $3,332+11.7% |
| Admin fee / account holder | $853 | $2,834-69.9% | $3,601-76.3% | $4,645-81.6% |