Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $56,844 | $96,052-40.8% | $118,106-51.9% | $87,485-35.0% |
| Participation rate | 100.0% | 77.0%+23.0pp | 81.9%+18.1pp | 68.9%+31.1pp |
| Annual return | 16.49% | 24.16%-7.7pp | 19.44%-3.0pp | 26.06%-9.6pp |
| Employer contribution / active EE | $2,358 | $3,939-40.1% | $4,698-49.8% | $2,596-9.2% |
| Participant deferral / active EE | $5,835 | $5,793+0.7% | $6,619-11.8% | $4,274+36.5% |
| Admin fee / account holder | $3,174 | $7,618-58.3% | $8,973-64.6% | $7,775-59.2% |