Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $46,883 | $114,712-59.1% | $173,730-73.0% | $87,485-46.4% |
| Participation rate | 72.4% | 73.0%-0.6pp | 79.6%-7.2pp | 68.9%+3.5pp |
| Annual return | 23.96% | 20.18%+3.8pp | 19.96%+4.0pp | 26.06%-2.1pp |
| Employer contribution / active EE | $2,117 | $2,904-27.1% | $4,577-53.8% | $2,596-18.5% |
| Participant deferral / active EE | $4,352 | $4,642-6.2% | $6,326-31.2% | $4,274+1.8% |
| Admin fee / account holder | $1,919 | $10,210-81.2% | $17,523-89.0% | $7,775-75.3% |