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 | $51,980 | $86,949-40.2% | $102,460-49.3% | $80,959-35.8% |
| Participation rate | 84.1% | 72.4%+11.7pp | 76.5%+7.6pp | 67.7%+16.4pp |
| Annual return | 14.13% | 18.89%-4.8pp | 29.47%-15.3pp | 35.67%-21.5pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,502 | $4,121-15.0% | $5,056-30.7% | $4,300-18.6% |
| Admin fee / account holder | $2,041 | $8,048-74.6% | $9,460-78.4% | $6,925-70.5% |