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 | $33,741 | $49,249-31.5% | $70,476-52.1% | $79,852-57.7% |
| Participation rate | 96.3% | 69.2%+27.1pp | 75.1%+21.2pp | 69.6%+26.7pp |
| Annual return | 19.84% | 30.09%-10.3pp | 109.12%-89.3pp | 31.72%-11.9pp |
| Employer contribution / active EE | $2,787 | $2,100+32.7% | $2,738+1.8% | $2,471+12.8% |
| Participant deferral / active EE | $4,404 | $2,769+59.1% | $3,710+18.7% | $3,740+17.7% |
| Admin fee / account holder | $797 | $2,878-72.3% | $3,847-79.3% | $5,306-85.0% |