Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $60,208 | $110,379-45.5% | $102,412-41.2% | $145,884-58.7% |
| Participation rate | 94.4% | 77.9%+16.5pp | 74.5%+19.9pp | 80.3%+14.1pp |
| Annual return | 18.73% | 24.84%-6.1pp | 24.94%-6.2pp | 551.85%-533.1pp |
| Employer contribution / active EE | $4,913 | $4,216+16.5% | $3,870+27.0% | $4,662+5.4% |
| Participant deferral / active EE | $5,556 | $5,622-1.2% | $5,060+9.8% | $6,690-16.9% |
| Admin fee / account holder | $534 | $9,745-94.5% | $8,388-93.6% | $13,392-96.0% |