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 | $26,017 | $53,837-51.7% | $75,714-65.6% | $85,847-69.7% |
| Participation rate | 77.4% | 69.1%+8.4pp | 74.8%+2.6pp | 69.3%+8.1pp |
| Annual return | 23.84% | 24.54%-0.7pp | 104.62%-80.8pp | 318.61%-294.8pp |
| Employer contribution / active EE | $1,863 | $2,017-7.7% | $2,744-32.1% | $2,565-27.4% |
| Participant deferral / active EE | $2,160 | $2,895-25.4% | $3,820-43.5% | $3,952-45.4% |
| Admin fee / account holder | $2,936 | $3,339-12.1% | $3,619-18.9% | $6,261-53.1% |