Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $53,343 | $87,166-38.8% | $76,735-30.5% | $137,256-61.1% |
| Participation rate | 88.9% | 74.4%+14.5pp | 69.5%+19.4pp | 80.0%+8.9pp |
| Annual return | 15.37% | 26.50%-11.1pp | 29.77%-14.4pp | 220.34%-205.0pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,309 | $4,726-51.1% | $4,088-43.5% | $6,407-64.0% |
| Admin fee / account holder | $15,311 | $8,403+82.2% | $7,189+113.0% | $12,270+24.8% |