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 | $35,414 | $84,236-58.0% | $170,439-79.2% | $70,124-49.5% |
| Participation rate | 91.2% | 70.8%+20.3pp | 83.6%+7.6pp | 69.5%+21.6pp |
| Annual return | 19.84% | 23.06%-3.2pp | 205.94%-186.1pp | 73.14%-53.3pp |
| Employer contribution / active EE | $5,043 | $3,387+48.9% | $5,433-7.2% | $2,342+115.3% |
| Participant deferral / active EE | $4,770 | $3,086+54.6% | $4,939-3.4% | $3,332+43.2% |
| Admin fee / account holder | $694 | $5,698-87.8% | $13,881-95.0% | $4,645-85.1% |