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 | $29,855 | $165,381-81.9% | $149,730-80.1% | $158,966-81.2% |
| Participation rate | 89.5% | 84.6%+4.9pp | 82.5%+7.0pp | 82.0%+7.5pp |
| Annual return | 46.30% | 348.29%-302.0pp | 276.70%-230.4pp | 302.95%-256.6pp |
| Employer contribution / active EE | $1,586 | $5,104-68.9% | $4,645-65.9% | $4,762-66.7% |
| Participant deferral / active EE | $6,784 | $7,182-5.6% | $6,843-0.9% | $5,983+13.4% |
| Admin fee / account holder | $2,334 | $10,809-78.4% | $9,310-74.9% | $11,250-79.3% |