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 | $25,547 | $51,638-50.5% | $68,368-62.6% | $82,448-69.0% |
| Participation rate | 77.5% | 63.6%+13.9pp | 73.8%+3.7pp | 68.1%+9.4pp |
| Annual return | 21.35% | 37.53%-16.2pp | 292.57%-271.2pp | 41.64%-20.3pp |
| Employer contribution / active EE | $1,348 | $2,047-34.2% | $2,649-49.1% | $2,551-47.2% |
| Participant deferral / active EE | $3,709 | $2,914+27.3% | $4,123-10.0% | $4,139-10.4% |
| Admin fee / account holder | $2,429 | $4,643-47.7% | $5,150-52.8% | $7,234-66.4% |