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 | $64,753 | $81,476-20.5% | $102,383-36.8% | $80,925-20.0% |
| Participation rate | 94.1% | 66.8%+27.3pp | 74.5%+19.6pp | 67.7%+26.5pp |
| Annual return | 10.96% | 25.59%-14.6pp | 24.94%-14.0pp | 35.65%-24.7pp |
| Employer contribution / active EE | $3,981 | $3,105+28.2% | $3,870+2.9% | $2,756+44.4% |
| Participant deferral / active EE | $4,253 | $3,871+9.9% | $5,060-15.9% | $4,299-1.1% |
| Admin fee / account holder | $2,629 | $6,717-60.9% | $8,391-68.7% | $6,940-62.1% |