Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $15,422 | $57,140-73.0% | $85,240-81.9% | $80,959-81.0% |
| Participation rate | 82.9% | 56.4%+26.5pp | 67.5%+15.4pp | 67.7%+15.3pp |
| Annual return | 15.15% | 21.71%-6.6pp | 66.75%-51.6pp | 35.67%-20.5pp |
| Employer contribution / active EE | $1,500 | $1,802-16.8% | $2,735-45.2% | $2,757-45.6% |
| Participant deferral / active EE | $3,540 | $3,115+13.6% | $4,527-21.8% | $4,300-17.7% |
| Admin fee / account holder | $2,188 | $4,992-56.2% | $6,165-64.5% | $6,925-68.4% |