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 | $39,312 | $132,634-70.4% | $115,768-66.0% | $137,256-71.4% |
| Participation rate | 78.3% | 77.9%+0.4pp | 74.4%+3.9pp | 80.0%-1.7pp |
| Annual return | 16.52% | 160.70%-144.2pp | 100.46%-83.9pp | 220.34%-203.8pp |
| Employer contribution / active EE | $1,292 | $3,360-61.5% | $2,940-56.1% | $4,156-68.9% |
| Participant deferral / active EE | $2,045 | $5,619-63.6% | $4,917-58.4% | $6,407-68.1% |
| Admin fee / account holder | $318 | $15,028-97.9% | $12,439-97.4% | $12,270-97.4% |