Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $26,529 | $99,380-73.3% | $90,312-70.6% | $155,188-82.9% |
| Participation rate | 70.6% | 77.3%-6.8pp | 72.9%-2.3pp | 80.8%-10.2pp |
| Annual return | 18.25% | 19.35%-1.1pp | 18.90%-0.7pp | 148.84%-130.6pp |
| Employer contribution / active EE | $1,117 | $2,390-53.3% | $2,243-50.2% | $4,248-73.7% |
| Participant deferral / active EE | $2,023 | $4,212-52.0% | $3,749-46.0% | $6,531-69.0% |
| Admin fee / account holder | $893 | $9,766-90.9% | $8,248-89.2% | $14,480-93.8% |