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 | $40,001 | $91,559-56.3% | $133,971-70.1% | $79,852-49.9% |
| Participation rate | 91.2% | 73.3%+17.8pp | 79.8%+11.3pp | 69.6%+21.5pp |
| Annual return | 17.98% | 61.85%-43.9pp | 45.09%-27.1pp | 31.72%-13.7pp |
| Employer contribution / active EE | $1,241 | $2,384-47.9% | $3,919-68.3% | $2,471-49.8% |
| Participant deferral / active EE | $4,168 | $3,734+11.6% | $5,047-17.4% | $3,740+11.4% |
| Admin fee / account holder | $1,193 | $6,321-81.1% | $8,929-86.6% | $5,306-77.5% |