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 | $29,772 | $77,638-61.7% | $156,551-81.0% | $62,881-52.7% |
| Participation rate | 81.7% | 71.2%+10.5pp | 84.0%-2.3pp | 69.3%+12.4pp |
| Annual return | 6.98% | 50.33%-43.3pp | 32.23%-25.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,469 | $3,444-57.3% | $5,501-73.3% | $2,281-35.6% |
| Participant deferral / active EE | $1,865 | $3,046-38.8% | $4,871-61.7% | $3,203-41.8% |
| Admin fee / account holder | $6,540 | $5,561+17.6% | $13,028-49.8% | $4,296+52.2% |