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 | $44,425 | $69,977-36.5% | $108,582-59.1% | $62,881-29.4% |
| Participation rate | 77.6% | 72.9%+4.7pp | 79.6%-1.9pp | 69.3%+8.3pp |
| Annual return | 13.43% | 10.73%+2.7pp | -51.70%+65.1pp | 20.14%-6.7pp |
| Employer contribution / active EE | $995 | $2,135-53.4% | $3,758-73.5% | $2,281-56.4% |
| Participant deferral / active EE | $1,925 | $3,165-39.2% | $4,311-55.4% | $3,203-39.9% |
| Admin fee / account holder | $801 | $5,076-84.2% | $7,645-89.5% | $4,296-81.4% |