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 | $27,752 | $185,312-85.0% | $161,489-82.8% | $154,746-82.1% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 13.67% | 103.84%-90.2pp | 89.72%-76.1pp | 172.34%-158.7pp |
| Employer contribution / active EE | $7,840 | $4,769+64.4% | $4,268+83.7% | $4,379+79.0% |
| Participant deferral / active EE | $3,000 | $6,350-52.8% | $5,630-46.7% | $6,730-55.4% |
| Admin fee / account holder | $2,288 | $18,654-87.7% | $16,006-85.7% | $14,365-84.1% |