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 | $63,987 | $76,407-16.3% | $150,298-57.4% | $82,448-22.4% |
| Participation rate | 87.8% | 66.4%+21.4pp | 77.8%+10.0pp | 68.1%+19.7pp |
| Annual return | 15.15% | 39.99%-24.8pp | 62.79%-47.6pp | 41.64%-26.5pp |
| Employer contribution / active EE | $2,467 | $2,614-5.6% | $4,154-40.6% | $2,551-3.3% |
| Participant deferral / active EE | $4,416 | $3,214+37.4% | $5,453-19.0% | $4,139+6.7% |
| Admin fee / account holder | $10,351 | $6,352+63.0% | $14,116-26.7% | $7,234+43.1% |