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 | $10,972 | $78,690-86.1% | $161,489-93.2% | $87,485-87.5% |
| Participation rate | 96.6% | 67.5%+29.1pp | 78.7%+17.9pp | 68.9%+27.6pp |
| Annual return | 56.44% | 32.74%+23.7pp | 89.72%-33.3pp | 26.06%+30.4pp |
| Employer contribution / active EE | $1,396 | $2,588-46.1% | $4,268-67.3% | $2,596-46.2% |
| Participant deferral / active EE | $3,353 | $3,311+1.3% | $5,630-40.4% | $4,274-21.5% |
| Admin fee / account holder | $1,037 | $6,724-84.6% | $16,006-93.5% | $7,775-86.7% |