Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $63,806 | $78,197-18.4% | $98,090-35.0% | $82,637-22.8% |
| Participation rate | 90.0% | 77.5%+12.5pp | 81.5%+8.5pp | 68.1%+21.9pp |
| Annual return | 24.24% | 40.25%-16.0pp | 37.05%-12.8pp | 53.51%-29.3pp |
| Employer contribution / active EE | $37 | $2,605-98.6% | $3,606-99.0% | $2,552-98.6% |
| Participant deferral / active EE | $14,098 | $6,636+112.5% | $7,845+79.7% | $4,126+241.7% |
| Admin fee / account holder | $10,213 | $14,832-31.1% | $11,815-13.6% | $7,339+39.2% |