Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $29,917 | $48,053-37.7% | $84,637-64.7% | $72,976-59.0% |
| Participation rate | 71.0% | 57.6%+13.4pp | 68.2%+2.7pp | 69.5%+1.5pp |
| Annual return | 24.54% | 37.39%-12.8pp | 258.82%-234.3pp | 81.02%-56.5pp |
| Employer contribution / active EE | $1,288 | $1,602-19.6% | $2,653-51.4% | $2,440-47.2% |
| Participant deferral / active EE | $3,192 | $2,681+19.1% | $3,900-18.1% | $3,608-11.5% |
| Admin fee / account holder | $1,195 | $3,395-64.8% | $4,914-75.7% | $5,124-76.7% |