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 | $142,855 | $81,358+75.6% | $155,556-8.2% | $80,959+76.5% |
| Participation rate | 90.9% | 66.3%+24.6pp | 78.2%+12.7pp | 67.7%+23.2pp |
| Annual return | 10.74% | 33.39%-22.6pp | 64.84%-54.1pp | 35.67%-24.9pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,667 | $3,455+35.1% | $5,631-17.1% | $4,300+8.5% |
| Admin fee / account holder | $1,770 | $7,994-77.9% | $15,885-88.9% | $6,925-74.4% |