Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $21,973 | $85,060-74.2% | $70,565-68.9% | $139,487-84.2% |
| Participation rate | 72.7% | 73.9%-1.2pp | 68.4%+4.4pp | 80.3%-7.6pp |
| Annual return | 11.91% | 30.39%-18.5pp | 32.79%-20.9pp | 373.84%-361.9pp |
| Employer contribution / active EE | $0 | $3,912-100.0% | $2,976-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,841 | $5,891-68.7% | $4,568-59.7% | $6,713-72.6% |
| Admin fee / account holder | $765 | $8,932-91.4% | $6,430-88.1% | $11,407-93.3% |