Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $30,344 | $89,259-66.0% | $107,187-71.7% | $82,637-63.3% |
| Participation rate | 94.4% | 67.9%+26.5pp | 75.0%+19.4pp | 68.1%+26.4pp |
| Annual return | 18.56% | 21.02%-2.5pp | 204.55%-186.0pp | 53.51%-34.9pp |
| Employer contribution / active EE | $1,532 | $3,080-50.3% | $3,782-59.5% | $2,552-40.0% |
| Participant deferral / active EE | $3,585 | $4,037-11.2% | $5,096-29.6% | $4,126-13.1% |
| Admin fee / account holder | $4,445 | $7,381-39.8% | $9,162-51.5% | $7,339-39.4% |