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 | $53,837 | $49,239+9.3% | $70,462-23.6% | $79,858-32.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 18.13% | 30.08%-11.9pp | 109.08%-90.9pp | 31.72%-13.6pp |
| Employer contribution / active EE | $2,134 | $2,100+1.6% | $2,737-22.1% | $2,471-13.6% |
| Participant deferral / active EE | $4,637 | $2,769+67.5% | $3,710+25.0% | $3,740+24.0% |
| Admin fee / account holder | $5,163 | $2,876+79.5% | $3,845+34.3% | $5,306-2.7% |