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 | $40,744 | $78,690-48.2% | $161,489-74.8% | $87,485-53.4% |
| Participation rate | 91.2% | 67.5%+23.7pp | 78.7%+12.5pp | 68.9%+22.2pp |
| Annual return | 19.07% | 32.74%-13.7pp | 89.72%-70.6pp | 26.06%-7.0pp |
| Employer contribution / active EE | $2,415 | $2,588-6.7% | $4,268-43.4% | $2,596-7.0% |
| Participant deferral / active EE | $1,987 | $3,311-40.0% | $5,630-64.7% | $4,274-53.5% |
| Admin fee / account holder | $3,885 | $6,724-42.2% | $16,006-75.7% | $7,775-50.0% |