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 | $54,999 | $114,712-52.1% | $173,730-68.3% | $87,485-37.1% |
| Participation rate | 91.2% | 73.0%+18.2pp | 79.6%+11.6pp | 68.9%+22.2pp |
| Annual return | 17.60% | 20.18%-2.6pp | 19.96%-2.4pp | 26.06%-8.5pp |
| Employer contribution / active EE | $2,539 | $2,904-12.6% | $4,577-44.5% | $2,596-2.2% |
| Participant deferral / active EE | $4,667 | $4,642+0.5% | $6,326-26.2% | $4,274+9.2% |
| Admin fee / account holder | $1,288 | $10,210-87.4% | $17,523-92.6% | $7,775-83.4% |