Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $31,659 | $162,136-80.5% | $152,301-79.2% | $154,746-79.5% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 16.78% | 91.02%-74.2pp | 80.50%-63.7pp | 172.34%-155.6pp |
| Employer contribution / active EE | $1,208 | $4,890-75.3% | $4,624-73.9% | $4,379-72.4% |
| Participant deferral / active EE | $3,193 | $8,341-61.7% | $8,004-60.1% | $6,730-52.6% |
| Admin fee / account holder | $691 | $15,759-95.6% | $14,398-95.2% | $14,365-95.2% |