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 | $31,654 | $172,111-81.6% | $150,298-78.9% | $137,256-76.9% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 15.39% | 69.37%-54.0pp | 62.79%-47.4pp | 220.34%-205.0pp |
| Employer contribution / active EE | $3,124 | $4,636-32.6% | $4,154-24.8% | $4,156-24.8% |
| Participant deferral / active EE | $4,354 | $6,166-29.4% | $5,453-20.2% | $6,407-32.0% |
| Admin fee / account holder | $820 | $16,471-95.0% | $14,116-94.2% | $12,270-93.3% |