Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $46,762 | $93,589-50.0% | $135,942-65.6% | $75,181-37.8% |
| Participation rate | 80.8% | 75.2%+5.6pp | 81.9%-1.1pp | 67.2%+13.6pp |
| Annual return | 16.86% | 30.90%-14.0pp | 68.28%-51.4pp | 160.69%-143.8pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,840 | $6,405-8.8% | $7,759-24.7% | $4,126+41.5% |
| Admin fee / account holder | $9,855 | $6,977+41.2% | $10,764-8.4% | $5,650+74.4% |