Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $31,494 | $54,757-42.5% | $90,304-65.1% | $72,975-56.8% |
| Participation rate | 92.9% | 65.2%+27.7pp | 73.3%+19.6pp | 69.5%+23.4pp |
| Annual return | 23.75% | 30.63%-6.9pp | 78.13%-54.4pp | 81.01%-57.3pp |
| Employer contribution / active EE | $3,600 | $2,093+72.0% | $2,855+26.1% | $2,440+47.5% |
| Participant deferral / active EE | $4,387 | $2,887+51.9% | $3,885+12.9% | $3,608+21.6% |
| Admin fee / account holder | $5,473 | $3,973+37.8% | $5,354+2.2% | $5,124+6.8% |