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 | $50,531 | $95,453-47.1% | $112,040-54.9% | $82,448-38.7% |
| Participation rate | 89.6% | 72.8%+16.9pp | 76.5%+13.1pp | 68.1%+21.5pp |
| Annual return | 14.22% | 23.92%-9.7pp | 24.52%-10.3pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,540 | $2,318-33.5% | $2,954-47.9% | $2,551-39.6% |
| Participant deferral / active EE | $4,340 | $4,224+2.8% | $5,098-14.9% | $4,139+4.9% |
| Admin fee / account holder | $7,926 | $9,013-12.1% | $12,098-34.5% | $7,234+9.6% |