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 | $19,037 | $76,407-75.1% | $150,298-87.3% | $82,448-76.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 24.10% | 39.99%-15.9pp | 62.79%-38.7pp | 41.64%-17.5pp |
| Employer contribution / active EE | $3,223 | $2,614+23.3% | $4,154-22.4% | $2,551+26.4% |
| Participant deferral / active EE | $5,806 | $3,214+80.6% | $5,453+6.5% | $4,139+40.3% |
| Admin fee / account holder | $664 | $6,352-89.5% | $14,116-95.3% | $7,234-90.8% |