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 | $61,796 | $101,795-39.3% | $165,100-62.6% | $80,959-23.7% |
| Participation rate | 81.5% | 71.8%+9.7pp | 78.6%+2.9pp | 67.7%+13.8pp |
| Annual return | 11.82% | 16.73%-4.9pp | 70.21%-58.4pp | 35.67%-23.9pp |
| Employer contribution / active EE | $1,522 | $2,954-48.5% | $4,348-65.0% | $2,757-44.8% |
| Participant deferral / active EE | $3,148 | $4,476-29.7% | $6,035-47.8% | $4,300-26.8% |
| Admin fee / account holder | $3,917 | $8,221-52.4% | $12,696-69.1% | $6,925-43.4% |