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 | $41,913 | $63,861-34.4% | $104,639-59.9% | $79,856-47.5% |
| Participation rate | 88.2% | 64.9%+23.3pp | 74.1%+14.2pp | 69.6%+18.6pp |
| Annual return | 14.33% | 21.30%-7.0pp | 340.67%-326.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $870 | $1,588-45.2% | $2,682-67.6% | $2,471-64.8% |
| Participant deferral / active EE | $1,978 | $2,693-26.6% | $3,738-47.1% | $3,741-47.1% |
| Admin fee / account holder | $636 | $4,185-84.8% | $6,465-90.2% | $5,306-88.0% |