Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $46,576 | $129,737-64.1% | $119,126-60.9% | $154,746-69.9% |
| Participation rate | 73.9% | 78.9%-4.9pp | 75.8%-1.8pp | 80.7%-6.8pp |
| Annual return | 17.70% | 379.08%-361.4pp | 282.11%-264.4pp | 172.34%-154.6pp |
| Employer contribution / active EE | $2,240 | $4,375-48.8% | $4,034-44.5% | $4,379-48.9% |
| Participant deferral / active EE | $2,954 | $5,842-49.4% | $5,318-44.5% | $6,730-56.1% |
| Admin fee / account holder | $3,519 | $11,961-70.6% | $10,693-67.1% | $14,365-75.5% |