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 | $49,283 | $110,337-55.3% | $102,383-51.9% | $145,877-66.2% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 9.85% | 24.83%-15.0pp | 24.94%-15.1pp | 551.28%-541.4pp |
| Employer contribution / active EE | $3,854 | $4,216-8.6% | $3,870-0.4% | $4,663-17.3% |
| Participant deferral / active EE | $4,016 | $5,621-28.6% | $5,060-20.6% | $6,691-40.0% |
| Admin fee / account holder | $33,296 | $9,750+241.5% | $8,391+296.8% | $13,402+148.4% |