Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $58,134 | $86,949-33.1% | $102,460-43.3% | $80,959-28.2% |
| Participation rate | 81.5% | 72.4%+9.1pp | 76.5%+5.0pp | 67.7%+13.8pp |
| Annual return | 11.80% | 18.89%-7.1pp | 29.47%-17.7pp | 35.67%-23.9pp |
| Employer contribution / active EE | $6,554 | $2,370+176.6% | $3,025+116.6% | $2,757+137.7% |
| Participant deferral / active EE | $2,247 | $4,121-45.5% | $5,056-55.6% | $4,300-47.7% |
| Admin fee / account holder | $3,011 | $8,048-62.6% | $9,460-68.2% | $6,925-56.5% |