Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $15,234 | $60,442-74.8% | $96,754-84.3% | $87,485-82.6% |
| Participation rate | 79.3% | 58.7%+20.6pp | 70.3%+9.0pp | 68.9%+10.4pp |
| Annual return | 21.70% | 21.97%-0.3pp | 82.04%-60.3pp | 26.06%-4.4pp |
| Employer contribution / active EE | $1,675 | $1,691-0.9% | $2,679-37.5% | $2,596-35.5% |
| Participant deferral / active EE | $3,141 | $3,280-4.2% | $4,758-34.0% | $4,274-26.5% |
| Admin fee / account holder | $1,070 | $5,069-78.9% | $8,905-88.0% | $7,775-86.2% |