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 | $24,798 | $48,277-48.6% | $67,511-63.3% | $80,874-69.3% |
| Participation rate | 98.6% | 66.4%+32.3pp | 72.9%+25.8pp | 67.6%+31.0pp |
| Annual return | 16.41% | 18.27%-1.9pp | 3517.41%-3501.0pp | 35.62%-19.2pp |
| Employer contribution / active EE | $1,989 | $2,021-1.6% | $2,733-27.2% | $2,756-27.8% |
| Participant deferral / active EE | $2,880 | $2,926-1.6% | $4,000-28.0% | $4,297-33.0% |
| Admin fee / account holder | $1,214 | $3,687-67.1% | $3,999-69.6% | $6,935-82.5% |