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 | $23,585 | $54,380-56.6% | $68,509-65.6% | $59,633-60.4% |
| Participation rate | 76.9% | 70.2%+6.7pp | 74.7%+2.2pp | 68.7%+8.3pp |
| Annual return | 12.12% | 2.83%+9.3pp | 8.27%+3.9pp | 2041.45%-2029.3pp |
| Employer contribution / active EE | $1,370 | $1,539-10.9% | $2,278-39.8% | $2,203-37.8% |
| Participant deferral / active EE | $3,828 | $2,643+44.8% | $3,382+13.2% | $3,192+19.9% |
| Admin fee / account holder | $415 | $3,885-89.3% | $5,275-92.1% | $4,297-90.4% |