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 | $31,803 | $53,128-40.1% | $86,582-63.3% | $70,126-54.6% |
| Participation rate | 90.6% | 65.3%+25.3pp | 73.5%+17.1pp | 69.5%+21.1pp |
| Annual return | 15.90% | 27.66%-11.8pp | 965.08%-949.2pp | 73.15%-57.3pp |
| Employer contribution / active EE | $1,059 | $2,068-48.8% | $2,839-62.7% | $2,343-54.8% |
| Participant deferral / active EE | $2,402 | $2,695-10.9% | $3,609-33.4% | $3,332-27.9% |
| Admin fee / account holder | $2,508 | $3,584-30.0% | $4,904-48.9% | $4,645-46.0% |