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 | $54,248 | $88,996-39.0% | $78,004-30.5% | $138,895-60.9% |
| Participation rate | 71.4% | 74.4%-2.9pp | 69.4%+2.0pp | 79.9%-8.5pp |
| Annual return | 16.12% | 28.03%-11.9pp | 31.07%-15.0pp | 145.39%-129.3pp |
| Employer contribution / active EE | $604 | $2,917-79.3% | $2,469-75.6% | $4,194-85.6% |
| Participant deferral / active EE | $1,441 | $4,724-69.5% | $4,092-64.8% | $6,396-77.5% |
| Admin fee / account holder | $938 | $8,807-89.3% | $7,578-87.6% | $12,562-92.5% |