Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $37,758 | $154,193-75.5% | $130,045-71.0% | $139,466-72.9% |
| Participation rate | 84.2% | 82.0%+2.2pp | 78.5%+5.7pp | 80.3%+3.9pp |
| Annual return | 22.55% | 32.51%-10.0pp | -137.30%+159.9pp | 373.66%-351.1pp |
| Employer contribution / active EE | $2,077 | $5,292-60.7% | $4,321-51.9% | $4,754-56.3% |
| Participant deferral / active EE | $6,851 | $6,709+2.1% | $5,820+17.7% | $6,712+2.1% |
| Admin fee / account holder | $333 | $13,989-97.6% | $10,600-96.9% | $11,409-97.1% |