Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $32,381 | $124,314-74.0% | $109,163-70.3% | $167,518-80.7% |
| Participation rate | 77.8% | 79.4%-1.7pp | 75.9%+1.9pp | 82.1%-4.3pp |
| Annual return | 17.55% | 26.04%-8.5pp | 25.75%-8.2pp | 478.71%-461.2pp |
| Employer contribution / active EE | $3,247 | $4,209-22.8% | $3,723-12.8% | $4,838-32.9% |
| Participant deferral / active EE | $6,631 | $5,256+26.1% | $4,654+42.5% | $6,342+4.6% |
| Admin fee / account holder | $504 | $7,973-93.7% | $6,754-92.5% | $12,312-95.9% |