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 | $77,162 | $143,969-46.4% | $199,883-61.4% | $82,637-6.6% |
| Participation rate | 82.1% | 84.1%-2.0pp | 86.8%-4.6pp | 68.1%+14.1pp |
| Annual return | 18.48% | 25.67%-7.2pp | 43.81%-25.3pp | 53.51%-35.0pp |
| Employer contribution / active EE | $0 | $4,632-100.0% | $6,261-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $16,161 | $6,937+133.0% | $9,138+76.9% | $4,126+291.7% |
| Admin fee / account holder | $2,697 | $14,597-81.5% | $17,268-84.4% | $7,339-63.3% |