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 | $27,009 | $53,128-49.2% | $86,581-68.8% | $70,124-61.5% |
| Participation rate | 96.2% | 65.3%+30.9pp | 73.5%+22.7pp | 69.5%+26.7pp |
| Annual return | 15.35% | 27.66%-12.3pp | 965.06%-949.7pp | 73.14%-57.8pp |
| Employer contribution / active EE | $1,997 | $2,068-3.4% | $2,840-29.7% | $2,342-14.7% |
| Participant deferral / active EE | $1,828 | $2,695-32.2% | $3,609-49.3% | $3,332-45.1% |
| Admin fee / account holder | $328 | $3,584-90.8% | $4,904-93.3% | $4,645-92.9% |