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 | $22,662 | $93,064-75.6% | $74,577-69.6% | $273,972-91.7% |
| Participation rate | 88.9% | 74.9%+13.9pp | 68.1%+20.8pp | 83.0%+5.9pp |
| Annual return | 15.70% | 26.18%-10.5pp | 20.47%-4.8pp | 41.46%-25.8pp |
| Employer contribution / active EE | $2,308 | $3,160-27.0% | $2,525-8.6% | $4,869-52.6% |
| Participant deferral / active EE | $4,818 | $4,160+15.8% | $3,458+39.3% | $5,287-8.9% |
| Admin fee / account holder | $5,468 | $5,273+3.7% | $4,138+32.1% | $10,133-46.0% |