Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $60,206 | $81,476-26.1% | $102,383-41.2% | $80,925-25.6% |
| Participation rate | 90.7% | 66.8%+23.9pp | 74.5%+16.2pp | 67.7%+23.0pp |
| Annual return | 12.89% | 25.59%-12.7pp | 24.94%-12.0pp | 35.65%-22.8pp |
| Employer contribution / active EE | $3,173 | $3,105+2.2% | $3,870-18.0% | $2,756+15.1% |
| Participant deferral / active EE | $6,320 | $3,871+63.3% | $5,060+24.9% | $4,299+47.0% |
| Admin fee / account holder | $2,025 | $6,717-69.9% | $8,391-75.9% | $6,940-70.8% |