Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $27,221 | $175,259-84.5% | $149,723-81.8% | $139,487-80.5% |
| Participation rate | 78.9% | 83.4%-4.4pp | 78.8%+0.2pp | 80.3%-1.4pp |
| Annual return | 21.05% | 166.82%-145.8pp | 134.50%-113.4pp | 373.84%-352.8pp |
| Employer contribution / active EE | $4,375 | $5,478-20.1% | $4,821-9.3% | $4,755-8.0% |
| Participant deferral / active EE | $4,006 | $6,522-38.6% | $5,682-29.5% | $6,713-40.3% |
| Admin fee / account holder | $1,403 | $16,158-91.3% | $13,215-89.4% | $11,407-87.7% |