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 | $30,329 | $211,239-85.6% | $178,528-83.0% | $145,877-79.2% |
| Participation rate | 83.3% | 80.8%+2.5pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 9.08% | 30.22%-21.1pp | 27.11%-18.0pp | 551.28%-542.2pp |
| Employer contribution / active EE | $1,291 | $4,570-71.7% | $3,950-67.3% | $4,663-72.3% |
| Participant deferral / active EE | $1,613 | $6,963-76.8% | $6,278-74.3% | $6,691-75.9% |
| Admin fee / account holder | $4,622 | $12,095-61.8% | $10,419-55.6% | $13,402-65.5% |