Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $57,166 | $138,393-58.7% | $184,256-69.0% | $80,959-29.4% |
| Participation rate | 77.4% | 83.9%-6.5pp | 86.8%-9.4pp | 67.7%+9.8pp |
| Annual return | 14.80% | 20.01%-5.2pp | 28.85%-14.0pp | 35.67%-20.9pp |
| Employer contribution / active EE | $6,791 | $4,847+40.1% | $6,427+5.7% | $2,757+146.3% |
| Participant deferral / active EE | $9,811 | $7,076+38.7% | $9,133+7.4% | $4,300+128.2% |
| Admin fee / account holder | $3,607 | $10,489-65.6% | $13,899-74.0% | $6,925-47.9% |