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 | $82,241 | $78,707+4.5% | $117,861-30.2% | $70,126+17.3% |
| Participation rate | 94.5% | 73.2%+21.4pp | 79.7%+14.9pp | 69.5%+25.0pp |
| Annual return | 14.16% | 23.30%-9.1pp | 335.11%-320.9pp | 73.15%-59.0pp |
| Employer contribution / active EE | $1,284 | $2,223-42.3% | $3,786-66.1% | $2,343-45.2% |
| Participant deferral / active EE | $2,411 | $3,297-26.9% | $4,482-46.2% | $3,332-27.6% |
| Admin fee / account holder | $547 | $5,066-89.2% | $8,021-93.2% | $4,645-88.2% |