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 | $38,778 | $111,814-65.3% | $103,378-62.5% | $145,978-73.4% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 10.15% | 24.80%-14.6pp | 24.91%-14.8pp | 550.52%-540.4pp |
| Employer contribution / active EE | $1,985 | $4,215-52.9% | $3,870-48.7% | $4,662-57.4% |
| Participant deferral / active EE | $2,354 | $5,618-58.1% | $5,058-53.5% | $6,690-64.8% |
| Admin fee / account holder | $3,460 | $9,764-64.6% | $8,401-58.8% | $13,400-74.2% |