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 | $29,654 | $70,486-57.9% | $100,535-70.5% | $79,856-62.9% |
| Participation rate | 92.3% | 73.6%+18.7pp | 79.4%+12.9pp | 69.6%+22.7pp |
| Annual return | 15.92% | 21.90%-6.0pp | 30.90%-15.0pp | 31.71%-15.8pp |
| Employer contribution / active EE | $10,130 | $2,165+368.0% | $3,419+196.3% | $2,471+309.9% |
| Participant deferral / active EE | $3,921 | $5,182-24.3% | $6,271-37.5% | $3,741+4.8% |
| Admin fee / account holder | $835 | $4,480-81.4% | $8,085-89.7% | $5,306-84.3% |