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 | $54,493 | $65,685-17.0% | $57,181-4.7% | $273,965-80.1% |
| Participation rate | 83.3% | 78.3%+5.0pp | 75.3%+8.0pp | 83.0%+0.3pp |
| Annual return | 5.57% | 21.99%-16.4pp | 14.59%-9.0pp | 41.45%-35.9pp |
| Employer contribution / active EE | $2,887 | $3,279-12.0% | $2,682+7.6% | $4,869-40.7% |
| Participant deferral / active EE | $0 | $3,781-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,681 | $4,835-44.6% | $3,139-14.6% | $10,132-73.5% |