Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $33,532 | $54,757-38.8% | $90,304-62.9% | $72,975-54.1% |
| Participation rate | 98.0% | 65.2%+32.8pp | 73.3%+24.7pp | 69.5%+28.5pp |
| Annual return | 37.03% | 30.63%+6.4pp | 78.13%-41.1pp | 81.01%-44.0pp |
| Employer contribution / active EE | $4,107 | $2,093+96.2% | $2,855+43.9% | $2,440+68.3% |
| Participant deferral / active EE | $6,472 | $2,887+124.2% | $3,885+66.6% | $3,608+79.4% |
| Admin fee / account holder | $2,270 | $3,973-42.9% | $5,354-57.6% | $5,124-55.7% |