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 | $39,026 | $72,486-46.2% | $87,103-55.2% | $72,976-46.5% |
| Participation rate | 96.6% | 72.8%+23.7pp | 76.9%+19.7pp | 69.5%+27.1pp |
| Annual return | 20.31% | 24.46%-4.2pp | 28.19%-7.9pp | 81.02%-60.7pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,652 | $3,270-18.9% | $4,049-34.5% | $3,608-26.5% |
| Admin fee / account holder | $1,400 | $5,055-72.3% | $7,491-81.3% | $5,124-72.7% |