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 | $42,406 | $110,240-61.5% | $96,544-56.1% | $139,487-69.6% |
| Participation rate | 86.4% | 78.1%+8.2pp | 76.0%+10.4pp | 80.3%+6.0pp |
| Annual return | 10.82% | 26.41%-15.6pp | 25.88%-15.1pp | 373.84%-363.0pp |
| Employer contribution / active EE | $813 | $3,622-77.5% | $2,966-72.6% | $4,755-82.9% |
| Participant deferral / active EE | $3,234 | $5,549-41.7% | $4,851-33.3% | $6,713-51.8% |
| Admin fee / account holder | $41,376 | $11,602+256.6% | $8,254+401.3% | $11,407+262.7% |