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 | $42,746 | $89,259-52.1% | $107,187-60.1% | $82,637-48.3% |
| Participation rate | 86.8% | 67.9%+18.9pp | 75.0%+11.8pp | 68.1%+18.8pp |
| Annual return | 23.47% | 21.02%+2.4pp | 204.55%-181.1pp | 53.51%-30.0pp |
| Employer contribution / active EE | $9,435 | $3,080+206.3% | $3,782+149.5% | $2,552+269.7% |
| Participant deferral / active EE | $7,120 | $4,037+76.4% | $5,096+39.7% | $4,126+72.6% |
| Admin fee / account holder | $8,776 | $7,381+18.9% | $9,162-4.2% | $7,339+19.6% |