Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $70,828 | $111,535-36.5% | $105,223-32.7% | $137,256-48.4% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 15.67% | 237.85%-222.2pp | 180.65%-165.0pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,969 | $3,939-50.0% | $3,689-46.6% | $4,156-52.6% |
| Participant deferral / active EE | $2,575 | $5,500-53.2% | $5,072-49.2% | $6,407-59.8% |
| Admin fee / account holder | $349 | $9,721-96.4% | $8,859-96.1% | $12,270-97.2% |