Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $46,636 | $65,712-29.0% | $57,196-18.5% | $273,972-83.0% |
| Participation rate | 76.9% | 78.3%-1.4pp | 75.3%+1.6pp | 83.0%-6.1pp |
| Annual return | 8.29% | 22.01%-13.7pp | 14.59%-6.3pp | 41.46%-33.2pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,825 | $3,782+27.6% | $3,096+55.8% | $5,287-8.7% |
| Admin fee / account holder | $981 | $4,838-79.7% | $3,141-68.7% | $10,133-90.3% |