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 | $53,194 | $101,795-47.7% | $165,100-67.8% | $80,959-34.3% |
| Participation rate | 73.6% | 71.8%+1.8pp | 78.6%-5.0pp | 67.7%+5.9pp |
| Annual return | 19.01% | 16.73%+2.3pp | 70.21%-51.2pp | 35.67%-16.7pp |
| Employer contribution / active EE | $2,042 | $2,954-30.9% | $4,348-53.0% | $2,757-26.0% |
| Participant deferral / active EE | $8,497 | $4,476+89.8% | $6,035+40.8% | $4,300+97.6% |
| Admin fee / account holder | $1,892 | $8,221-77.0% | $12,696-85.1% | $6,925-72.7% |