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 | $58,958 | $57,061+3.3% | $85,063-30.7% | $80,911-27.1% |
| Participation rate | 94.4% | 56.3%+38.1pp | 67.5%+26.9pp | 67.6%+26.8pp |
| Annual return | 14.56% | 21.66%-7.1pp | 66.54%-52.0pp | 35.63%-21.1pp |
| Employer contribution / active EE | $3,991 | $1,799+121.9% | $2,727+46.3% | $2,756+44.8% |
| Participant deferral / active EE | $6,251 | $3,110+101.0% | $4,523+38.2% | $4,297+45.5% |
| Admin fee / account holder | $1,725 | $4,986-65.4% | $6,155-72.0% | $6,935-75.1% |