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 | $31,639 | $77,638-59.2% | $156,551-79.8% | $62,881-49.7% |
| Participation rate | 87.3% | 71.2%+16.1pp | 84.0%+3.3pp | 69.3%+18.0pp |
| Annual return | 5.70% | 50.33%-44.6pp | 32.23%-26.5pp | 20.14%-14.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,886 | $3,046-38.1% | $4,871-61.3% | $3,203-41.1% |
| Admin fee / account holder | $6,028 | $5,561+8.4% | $13,028-53.7% | $4,296+40.3% |