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 | $28,909 | $154,228-81.3% | $145,433-80.1% | $137,256-78.9% |
| Participation rate | 93.8% | 83.8%+10.0pp | 82.1%+11.6pp | 80.0%+13.8pp |
| Annual return | 20.70% | 74.59%-53.9pp | 66.58%-45.9pp | 220.34%-199.6pp |
| Employer contribution / active EE | $2,095 | $4,804-56.4% | $4,554-54.0% | $4,156-49.6% |
| Participant deferral / active EE | $7,696 | $8,216-6.3% | $7,897-2.6% | $6,407+20.1% |
| Admin fee / account holder | $5,985 | $14,344-58.3% | $13,129-54.4% | $12,270-51.2% |