Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $40,945 | $77,920-47.5% | $149,723-72.7% | $75,177-45.5% |
| Participation rate | 89.2% | 65.6%+23.6pp | 78.8%+10.4pp | 67.2%+22.0pp |
| Annual return | 25.76% | 31.72%-6.0pp | 134.50%-108.7pp | 160.75%-135.0pp |
| Employer contribution / active EE | $5,669 | $3,138+80.7% | $4,821+17.6% | $2,671+112.3% |
| Participant deferral / active EE | $11,588 | $3,411+239.7% | $5,682+103.9% | $4,126+180.8% |
| Admin fee / account holder | $2,750 | $5,951-53.8% | $13,215-79.2% | $5,651-51.3% |