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 | $47,093 | $81,504-42.2% | $102,437-54.0% | $80,959-41.8% |
| Participation rate | 83.6% | 66.9%+16.7pp | 74.5%+9.1pp | 67.7%+15.9pp |
| Annual return | 11.93% | 25.60%-13.7pp | 24.95%-13.0pp | 35.67%-23.7pp |
| Employer contribution / active EE | $2,153 | $3,104-30.6% | $3,871-44.4% | $2,757-21.9% |
| Participant deferral / active EE | $2,060 | $3,871-46.8% | $5,060-59.3% | $4,300-52.1% |
| Admin fee / account holder | $1,198 | $6,719-82.2% | $8,388-85.7% | $6,925-82.7% |