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 | $26,307 | $65,364-59.8% | $92,909-71.7% | $72,975-64.0% |
| Participation rate | 96.3% | 68.3%+28.0pp | 76.0%+20.3pp | 69.5%+26.8pp |
| Annual return | 20.77% | 42.11%-21.3pp | 109.44%-88.7pp | 81.01%-60.2pp |
| Employer contribution / active EE | $1,984 | $2,594-23.5% | $3,653-45.7% | $2,440-18.7% |
| Participant deferral / active EE | $3,039 | $3,128-2.9% | $4,238-28.3% | $3,608-15.8% |
| Admin fee / account holder | $16,669 | $4,251+292.1% | $5,795+187.6% | $5,124+225.3% |