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 | $40,810 | $54,541-25.2% | $78,778-48.2% | $70,126-41.8% |
| Participation rate | 86.5% | 60.8%+25.7pp | 69.2%+17.3pp | 69.5%+17.0pp |
| Annual return | 18.50% | 21.07%-2.6pp | 35.62%-17.1pp | 73.15%-54.7pp |
| Employer contribution / active EE | $1,409 | $1,089+29.5% | $1,986-29.0% | $2,343-39.8% |
| Participant deferral / active EE | $2,787 | $2,210+26.1% | $2,958-5.8% | $3,332-16.4% |
| Admin fee / account holder | $3,231 | $3,709-12.9% | $5,134-37.1% | $4,645-30.5% |