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 | $56,881 | $62,672-9.2% | $185,117-69.3% | $70,126-18.9% |
| Participation rate | 78.9% | 63.8%+15.2pp | 77.3%+1.7pp | 69.5%+9.4pp |
| Annual return | 20.28% | 40.79%-20.5pp | 40.50%-20.2pp | 73.15%-52.9pp |
| Employer contribution / active EE | $570 | $1,753-67.5% | $4,182-86.4% | $2,343-75.7% |
| Participant deferral / active EE | $2,554 | $3,272-21.9% | $5,045-49.4% | $3,332-23.3% |
| Admin fee / account holder | $2,442 | $3,932-37.9% | $8,159-70.1% | $4,645-47.4% |