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 | $55,551 | $48,078+15.5% | $78,676-29.4% | $62,881-11.7% |
| Participation rate | 75.0% | 65.2%+9.8pp | 73.6%+1.4pp | 69.3%+5.7pp |
| Annual return | 6.57% | 31.36%-24.8pp | 62.19%-55.6pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,705 | $2,015-15.3% | $2,850-40.2% | $2,281-25.2% |
| Participant deferral / active EE | $2,501 | $2,587-3.3% | $3,517-28.9% | $3,203-21.9% |
| Admin fee / account holder | $731 | $3,206-77.2% | $4,510-83.8% | $4,296-83.0% |