Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $51,589 | $92,219-44.1% | $76,767-32.8% | $135,380-61.9% |
| Participation rate | 87.5% | 79.8%+7.7pp | 77.0%+10.5pp | 82.6%+4.9pp |
| Annual return | 20.47% | 5.46%+15.0pp | 2.43%+18.0pp | 519.81%-499.3pp |
| Employer contribution / active EE | $1,396 | $3,216-56.6% | $2,485-43.8% | $4,779-70.8% |
| Participant deferral / active EE | $5,616 | $4,508+24.6% | $3,852+45.8% | $5,609+0.1% |
| Admin fee / account holder | $1,634 | $10,749-84.8% | $6,675-75.5% | $10,828-84.9% |