Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $39,588 | $136,860-71.1% | $120,344-67.1% | $154,746-74.4% |
| Participation rate | 84.2% | 79.9%+4.3pp | 76.7%+7.5pp | 80.7%+3.5pp |
| Annual return | 16.47% | 21.38%-4.9pp | 20.30%-3.8pp | 172.34%-155.9pp |
| Employer contribution / active EE | $1,414 | $3,533-60.0% | $3,020-53.2% | $4,379-67.7% |
| Participant deferral / active EE | $4,134 | $5,793-28.6% | $5,135-19.5% | $6,730-38.6% |
| Admin fee / account holder | $2,716 | $15,393-82.4% | $12,742-78.7% | $14,365-81.1% |