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 | $31,889 | $60,349-47.2% | $74,184-57.0% | $62,881-49.3% |
| Participation rate | 77.4% | 72.7%+4.6pp | 76.6%+0.7pp | 69.3%+8.1pp |
| Annual return | 21.38% | 21.38%0pp | 17.74%+3.6pp | 20.14%+1.2pp |
| Employer contribution / active EE | $1,948 | $1,680+16.0% | $2,370-17.8% | $2,281-14.6% |
| Participant deferral / active EE | $3,439 | $2,856+20.4% | $3,550-3.1% | $3,203+7.4% |
| Admin fee / account holder | $459 | $4,261-89.2% | $5,586-91.8% | $4,296-89.3% |