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 | $221,692 | $78,423+182.7% | $95,964+131.0% | $79,856+177.6% |
| Participation rate | 76.0% | 73.5%+2.5pp | 77.1%-1.1pp | 69.6%+6.4pp |
| Annual return | 13.45% | 19.37%-5.9pp | 91.64%-78.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,049 | $3,440-11.4% | $4,167-26.8% | $3,741-18.5% |
| Admin fee / account holder | $1,658 | $5,622-70.5% | $6,797-75.6% | $5,306-68.7% |