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 | $36,878 | $89,367-58.7% | $141,191-73.9% | $72,975-49.5% |
| Participation rate | 78.6% | 75.1%+3.4pp | 82.5%-3.9pp | 69.5%+9.1pp |
| Annual return | 27.76% | 111.87%-84.1pp | 71.41%-43.6pp | 81.01%-53.3pp |
| Employer contribution / active EE | $1,150 | $3,115-63.1% | $4,736-75.7% | $2,440-52.9% |
| Participant deferral / active EE | $4,348 | $5,419-19.8% | $6,710-35.2% | $3,608+20.5% |
| Admin fee / account holder | $2,581 | $5,957-56.7% | $10,264-74.9% | $5,124-49.6% |