Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $4,784 | $23,330-79.5% | $64,489-92.6% | $82,448-94.2% |
| Participation rate | 87.7% | 68.3%+19.4pp | 67.7%+20.0pp | 68.1%+19.6pp |
| Annual return | 21.67% | 83.66%-62.0pp | 55.03%-33.4pp | 41.64%-20.0pp |
| Employer contribution / active EE | $807 | $824-2.1% | $1,523-47.0% | $2,551-68.4% |
| Participant deferral / active EE | $914 | $1,707-46.5% | $2,778-67.1% | $4,139-77.9% |
| Admin fee / account holder | $475 | $2,946-83.9% | $4,260-88.9% | $7,234-93.4% |