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 | $34,582 | $111,535-69.0% | $105,223-67.1% | $137,256-74.8% |
| Participation rate | 76.9% | 78.1%-1.2pp | 75.0%+1.9pp | 80.0%-3.0pp |
| Annual return | 11.67% | 237.85%-226.2pp | 180.65%-169.0pp | 220.34%-208.7pp |
| Employer contribution / active EE | $1,973 | $3,939-49.9% | $3,689-46.5% | $4,156-52.5% |
| Participant deferral / active EE | $2,777 | $5,500-49.5% | $5,072-45.2% | $6,407-56.6% |
| Admin fee / account holder | $8,465 | $9,721-12.9% | $8,859-4.4% | $12,270-31.0% |