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 | $20,263 | $59,440-65.9% | $78,004-74.0% | $82,637-75.5% |
| Participation rate | 89.5% | 62.8%+26.7pp | 69.4%+20.0pp | 68.1%+21.4pp |
| Annual return | 29.27% | 40.24%-11.0pp | 31.07%-1.8pp | 53.51%-24.2pp |
| Employer contribution / active EE | $3,001 | $1,750+71.4% | $2,469+21.6% | $2,552+17.6% |
| Participant deferral / active EE | $3,547 | $3,138+13.0% | $4,092-13.3% | $4,126-14.0% |
| Admin fee / account holder | $689 | $5,504-87.5% | $7,578-90.9% | $7,339-90.6% |