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 | $27,455 | $58,627-53.2% | $76,735-64.2% | $82,448-66.7% |
| Participation rate | 97.0% | 63.2%+33.8pp | 69.5%+27.5pp | 68.1%+28.9pp |
| Annual return | 13.12% | 39.10%-26.0pp | 29.77%-16.6pp | 41.64%-28.5pp |
| Employer contribution / active EE | $929 | $1,729-46.3% | $2,454-62.2% | $2,551-63.6% |
| Participant deferral / active EE | $4,778 | $3,134+52.5% | $4,088+16.9% | $4,139+15.4% |
| Admin fee / account holder | $8,855 | $5,323+66.4% | $7,189+23.2% | $7,234+22.4% |