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 | $37,084 | $79,449-53.3% | $189,597-80.4% | $85,851-56.8% |
| Participation rate | 70.0% | 66.0%+4.0pp | 78.4%-8.4pp | 69.3%+0.7pp |
| Annual return | 19.84% | 18.45%+1.4pp | 64.20%-44.4pp | 318.63%-298.8pp |
| Employer contribution / active EE | $2,135 | $2,081+2.6% | $4,412-51.6% | $2,565-16.8% |
| Participant deferral / active EE | $4,761 | $4,051+17.5% | $6,174-22.9% | $3,952+20.5% |
| Admin fee / account holder | $537 | $5,377-90.0% | $9,807-94.5% | $6,261-91.4% |