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 | $69,790 | $77,962-10.5% | $178,540-60.9% | $80,935-13.8% |
| Participation rate | 89.3% | 65.7%+23.6pp | 77.1%+12.2pp | 67.7%+21.6pp |
| Annual return | 17.56% | 18.10%-0.5pp | 27.15%-9.6pp | 35.66%-18.1pp |
| Employer contribution / active EE | $2,963 | $2,280+29.9% | $3,953-25.1% | $2,757+7.5% |
| Participant deferral / active EE | $0 | $4,404-100.0% | $6,281-100.0% | $4,299-100.0% |
| Admin fee / account holder | $61,387 | $7,156+757.9% | $10,424+488.9% | $6,924+786.5% |