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 | $22,527 | $76,407-70.5% | $150,298-85.0% | $82,448-72.7% |
| Participation rate | 94.6% | 66.4%+28.2pp | 77.8%+16.8pp | 68.1%+26.5pp |
| Annual return | 14.48% | 39.99%-25.5pp | 62.79%-48.3pp | 41.64%-27.2pp |
| Employer contribution / active EE | $1,208 | $2,614-53.8% | $4,154-70.9% | $2,551-52.6% |
| Participant deferral / active EE | $2,531 | $3,214-21.3% | $5,453-53.6% | $4,139-38.9% |
| Admin fee / account holder | $2,130 | $6,352-66.5% | $14,116-84.9% | $7,234-70.6% |