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 | $24,942 | $81,446-69.4% | $103,374-75.9% | $80,874-69.2% |
| Participation rate | 78.9% | 66.9%+12.1pp | 74.5%+4.4pp | 67.6%+11.3pp |
| Annual return | 10.82% | 25.57%-14.7pp | 24.89%-14.1pp | 35.62%-24.8pp |
| Employer contribution / active EE | $3,291 | $3,107+5.9% | $3,869-15.0% | $2,756+19.4% |
| Participant deferral / active EE | $2,009 | $3,870-48.1% | $5,058-60.3% | $4,297-53.2% |
| Admin fee / account holder | $511 | $6,715-92.4% | $8,394-93.9% | $6,935-92.6% |