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 | $41,305 | $86,938-52.5% | $102,423-59.7% | $80,925-49.0% |
| Participation rate | 89.3% | 72.4%+16.9pp | 76.5%+12.8pp | 67.7%+21.6pp |
| Annual return | 14.18% | 18.89%-4.7pp | 29.42%-15.2pp | 35.65%-21.5pp |
| Employer contribution / active EE | $1,803 | $2,369-23.9% | $3,023-40.4% | $2,756-34.6% |
| Participant deferral / active EE | $3,239 | $4,120-21.4% | $5,054-35.9% | $4,299-24.6% |
| Admin fee / account holder | $15,798 | $8,053+96.2% | $9,455+67.1% | $6,940+127.6% |