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 | $50,983 | $76,407-33.3% | $150,298-66.1% | $82,448-38.2% |
| Participation rate | 92.2% | 66.4%+25.8pp | 77.8%+14.4pp | 68.1%+24.1pp |
| Annual return | 19.53% | 39.99%-20.5pp | 62.79%-43.3pp | 41.64%-22.1pp |
| Employer contribution / active EE | $1,005 | $2,614-61.5% | $4,154-75.8% | $2,551-60.6% |
| Participant deferral / active EE | $12,779 | $3,214+297.6% | $5,453+134.4% | $4,139+208.7% |
| Admin fee / account holder | $2,377 | $6,352-62.6% | $14,116-83.2% | $7,234-67.1% |