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 | $32,074 | $68,880-53.4% | $120,580-73.4% | $80,959-60.4% |
| Participation rate | 89.1% | 61.7%+27.4pp | 72.0%+17.1pp | 67.7%+21.4pp |
| Annual return | 13.80% | 23.68%-9.9pp | 107.48%-93.7pp | 35.67%-21.9pp |
| Employer contribution / active EE | $2,622 | $2,066+26.9% | $3,469-24.4% | $2,757-4.9% |
| Participant deferral / active EE | $4,131 | $3,191+29.5% | $4,995-17.3% | $4,300-3.9% |
| Admin fee / account holder | $3,064 | $5,785-47.0% | $9,418-67.5% | $6,925-55.8% |