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 | $37,128 | $77,638-52.2% | $156,551-76.3% | $62,881-41.0% |
| Participation rate | 76.5% | 71.2%+5.3pp | 84.0%-7.5pp | 69.3%+7.2pp |
| Annual return | 6.96% | 50.33%-43.4pp | 32.23%-25.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,039 | $3,444-69.8% | $5,501-81.1% | $2,281-54.5% |
| Participant deferral / active EE | $2,820 | $3,046-7.4% | $4,871-42.1% | $3,203-12.0% |
| Admin fee / account holder | $1,579 | $5,561-71.6% | $13,028-87.9% | $4,296-63.2% |