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 | $36,590 | $51,222-28.6% | $70,544-48.1% | $75,173-51.3% |
| Participation rate | 85.4% | 61.0%+24.4pp | 68.4%+17.1pp | 67.2%+18.2pp |
| Annual return | 14.68% | 30.06%-15.4pp | 32.79%-18.1pp | 160.72%-146.0pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,603 | $2,850-43.8% | $4,568-64.9% | $4,126-61.2% |
| Admin fee / account holder | $4,930 | $4,096+20.4% | $6,427-23.3% | $5,651-12.7% |