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 | $54,611 | $85,060-35.8% | $70,565-22.6% | $139,487-60.8% |
| Participation rate | 78.6% | 73.9%+4.7pp | 68.4%+10.2pp | 80.3%-1.8pp |
| Annual return | 18.75% | 30.39%-11.6pp | 32.79%-14.0pp | 373.84%-355.1pp |
| Employer contribution / active EE | $2,777 | $3,912-29.0% | $2,976-6.7% | $4,755-41.6% |
| Participant deferral / active EE | $4,160 | $5,891-29.4% | $4,568-8.9% | $6,713-38.0% |
| Admin fee / account holder | $1,379 | $8,932-84.6% | $6,430-78.6% | $11,407-87.9% |