Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $40,520 | $88,996-54.5% | $78,004-48.1% | $138,895-70.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 23.47% | 28.03%-4.6pp | 31.07%-7.6pp | 145.39%-121.9pp |
| Employer contribution / active EE | $3,482 | $2,917+19.4% | $2,469+41.0% | $4,194-17.0% |
| Participant deferral / active EE | $11,458 | $4,724+142.5% | $4,092+180.0% | $6,396+79.1% |
| Admin fee / account holder | $534 | $8,807-93.9% | $7,578-93.0% | $12,562-95.8% |