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 | $52,321 | $111,535-53.1% | $105,223-50.3% | $137,256-61.9% |
| Participation rate | 78.3% | 78.1%+0.2pp | 75.0%+3.2pp | 80.0%-1.7pp |
| Annual return | 15.68% | 237.85%-222.2pp | 180.65%-165.0pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,796 | $3,939-54.4% | $3,689-51.3% | $4,156-56.8% |
| Participant deferral / active EE | $5,835 | $5,500+6.1% | $5,072+15.1% | $6,407-8.9% |
| Admin fee / account holder | $1,397 | $9,721-85.6% | $8,859-84.2% | $12,270-88.6% |