Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $29,914 | $125,778-76.2% | $114,563-73.9% | $154,746-80.7% |
| Participation rate | 92.3% | 75.2%+17.1pp | 72.9%+19.4pp | 80.7%+11.6pp |
| Annual return | 19.54% | 295.14%-275.6pp | 241.09%-221.6pp | 172.34%-152.8pp |
| Employer contribution / active EE | $2,656 | $2,806-5.3% | $2,592+2.5% | $4,379-39.3% |
| Participant deferral / active EE | $3,393 | $4,445-23.6% | $4,142-18.1% | $6,730-49.6% |
| Admin fee / account holder | $733 | $8,190-91.1% | $7,623-90.4% | $14,365-94.9% |