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 | $36,434 | $228,395-84.0% | $185,861-80.4% | $158,982-77.1% |
| Participation rate | 84.6% | 82.3%+2.3pp | 78.0%+6.6pp | 82.0%+2.6pp |
| Annual return | 27.13% | 40.82%-13.7pp | 35.96%-8.8pp | 302.99%-275.9pp |
| Employer contribution / active EE | $1,494 | $4,968-69.9% | $4,088-63.5% | $4,763-68.6% |
| Participant deferral / active EE | $3,547 | $6,417-44.7% | $5,634-37.0% | $5,983-40.7% |
| Admin fee / account holder | $573 | $11,869-95.2% | $9,503-94.0% | $11,252-94.9% |