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 | $44,053 | $66,764-34.0% | $88,497-50.2% | $62,881-29.9% |
| Participation rate | 93.5% | 77.3%+16.2pp | 82.4%+11.1pp | 69.3%+24.2pp |
| Annual return | 5.78% | 10.37%-4.6pp | 7.63%-1.8pp | 20.14%-14.4pp |
| Employer contribution / active EE | $3,219 | $3,077+4.6% | $4,036-20.2% | $2,281+41.1% |
| Participant deferral / active EE | $5,879 | $3,976+47.9% | $4,899+20.0% | $3,203+83.6% |
| Admin fee / account holder | $8,164 | $4,668+74.9% | $6,220+31.3% | $4,296+90.1% |