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 | $38,133 | $135,956-72.0% | $123,894-69.2% | $273,972-86.1% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 5.87% | 56.63%-50.8pp | 47.52%-41.6pp | 41.46%-35.6pp |
| Employer contribution / active EE | $1,550 | $5,170-70.0% | $4,617-66.4% | $4,869-68.2% |
| Participant deferral / active EE | $7,250 | $6,343+14.3% | $5,984+21.2% | $5,287+37.1% |
| Admin fee / account holder | $3,353 | $9,817-65.8% | $8,357-59.9% | $10,133-66.9% |