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 | $129,938 | $81,446+59.5% | $103,374+25.7% | $80,874+60.7% |
| Participation rate | 82.9% | 66.9%+16.0pp | 74.5%+8.3pp | 67.6%+15.2pp |
| Annual return | 10.71% | 25.57%-14.9pp | 24.89%-14.2pp | 35.62%-24.9pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,653 | $3,870-5.6% | $5,058-27.8% | $4,297-15.0% |
| Admin fee / account holder | $10,787 | $6,715+60.6% | $8,394+28.5% | $6,935+55.5% |