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 | $51,306 | $76,551-33.0% | $123,894-58.6% | $62,881-18.4% |
| Participation rate | 97.1% | 73.0%+24.1pp | 81.4%+15.6pp | 69.3%+27.8pp |
| Annual return | 53.57% | 18.68%+34.9pp | 47.52%+6.1pp | 20.14%+33.4pp |
| Employer contribution / active EE | $5,278 | $2,882+83.1% | $4,617+14.3% | $2,281+131.4% |
| Participant deferral / active EE | $9,333 | $4,840+92.8% | $5,984+56.0% | $3,203+191.4% |
| Admin fee / account holder | $2,978 | $4,826-38.3% | $8,357-64.4% | $4,296-30.7% |