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 | $200,965 | $72,486+177.2% | $87,103+130.7% | $72,976+175.4% |
| Participation rate | 70.4% | 72.8%-2.4pp | 76.9%-6.5pp | 69.5%+0.9pp |
| Annual return | 19.05% | 24.46%-5.4pp | 28.19%-9.1pp | 81.02%-62.0pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,312 | $3,270+1.3% | $4,049-18.2% | $3,608-8.2% |
| Admin fee / account holder | $21,911 | $5,055+333.5% | $7,491+192.5% | $5,124+327.6% |