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 | $50,885 | $77,638-34.5% | $156,552-67.5% | $62,881-19.1% |
| Participation rate | 82.1% | 71.2%+10.9pp | 84.0%-1.9pp | 69.3%+12.8pp |
| Annual return | 7.81% | 50.33%-42.5pp | 32.23%-24.4pp | 20.14%-12.3pp |
| Employer contribution / active EE | $3,032 | $3,444-12.0% | $5,501-44.9% | $2,281+32.9% |
| Participant deferral / active EE | $6,383 | $3,046+109.6% | $4,871+31.0% | $3,203+99.3% |
| Admin fee / account holder | $502 | $5,561-91.0% | $13,028-96.2% | $4,296-88.3% |