Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $35,865 | $87,166-58.9% | $76,735-53.3% | $137,256-73.9% |
| Participation rate | 73.9% | 74.4%-0.4pp | 69.5%+4.4pp | 80.0%-6.0pp |
| Annual return | 28.05% | 26.50%+1.5pp | 29.77%-1.7pp | 220.34%-192.3pp |
| Employer contribution / active EE | $3,582 | $2,904+23.3% | $2,454+45.9% | $4,156-13.8% |
| Participant deferral / active EE | $10,006 | $4,726+111.7% | $4,088+144.8% | $6,407+56.2% |
| Admin fee / account holder | $727 | $8,403-91.4% | $7,189-89.9% | $12,270-94.1% |