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 | $24,278 | $90,486-73.2% | $78,676-69.1% | $273,972-91.1% |
| Participation rate | 82.4% | 76.5%+5.8pp | 73.6%+8.8pp | 83.0%-0.7pp |
| Annual return | 5.93% | 75.62%-69.7pp | 62.19%-56.3pp | 41.46%-35.5pp |
| Employer contribution / active EE | $2,352 | $3,175-25.9% | $2,850-17.5% | $4,869-51.7% |
| Participant deferral / active EE | $3,719 | $3,901-4.7% | $3,517+5.7% | $5,287-29.7% |
| Admin fee / account holder | $7,193 | $5,263+36.7% | $4,510+59.5% | $10,133-29.0% |