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 | $17,629 | $102,609-82.8% | $98,090-82.0% | $138,895-87.3% |
| Participation rate | 83.3% | 82.8%+0.6pp | 81.5%+1.8pp | 79.9%+3.4pp |
| Annual return | 14.60% | 36.44%-21.8pp | 37.05%-22.4pp | 145.39%-130.8pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,463 | $8,167-57.6% | $7,845-55.9% | $6,396-45.9% |
| Admin fee / account holder | $11,745 | $11,434+2.7% | $11,815-0.6% | $12,562-6.5% |