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 | $41,825 | $78,015-46.4% | $178,505-76.6% | $80,959-48.3% |
| Participation rate | 90.0% | 65.7%+24.3pp | 77.1%+12.9pp | 67.7%+22.3pp |
| Annual return | 10.75% | 18.10%-7.3pp | 27.16%-16.4pp | 35.67%-24.9pp |
| Employer contribution / active EE | $4,167 | $2,281+82.6% | $3,955+5.3% | $2,757+51.1% |
| Participant deferral / active EE | $2,432 | $4,406-44.8% | $6,280-61.3% | $4,300-43.4% |
| Admin fee / account holder | $418 | $7,160-94.2% | $10,428-96.0% | $6,925-94.0% |