Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $51,742 | $93,598-44.7% | $135,974-61.9% | $75,173-31.2% |
| Participation rate | 95.4% | 75.2%+20.2pp | 81.9%+13.5pp | 67.2%+28.2pp |
| Annual return | 33.16% | 30.89%+2.3pp | 68.30%-35.1pp | 160.72%-127.6pp |
| Employer contribution / active EE | $4,696 | $3,538+32.7% | $4,859-3.4% | $2,671+75.8% |
| Participant deferral / active EE | $16,171 | $6,405+152.5% | $7,760+108.4% | $4,126+291.9% |
| Admin fee / account holder | $5,293 | $6,978-24.2% | $10,767-50.8% | $5,651-6.3% |