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 | $32,655 | $124,980-73.9% | $108,359-69.9% | $154,746-78.9% |
| Participation rate | 85.7% | 75.2%+10.5pp | 70.1%+15.6pp | 80.7%+5.0pp |
| Annual return | 15.51% | 45.00%-29.5pp | 36.89%-21.4pp | 172.34%-156.8pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $381 | $11,502-96.7% | $9,741-96.1% | $14,365-97.3% |