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 | $55,658 | $49,249+13.0% | $70,476-21.0% | $79,852-30.3% |
| Participation rate | 96.4% | 69.2%+27.3pp | 75.1%+21.4pp | 69.6%+26.8pp |
| Annual return | 14.51% | 30.09%-15.6pp | 109.12%-94.6pp | 31.72%-17.2pp |
| Employer contribution / active EE | $1,042 | $2,100-50.4% | $2,738-61.9% | $2,471-57.8% |
| Participant deferral / active EE | $1,492 | $2,769-46.1% | $3,710-59.8% | $3,740-60.1% |
| Admin fee / account holder | $2,752 | $2,878-4.4% | $3,847-28.5% | $5,306-48.1% |