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 | $58,101 | $78,425-25.9% | $95,956-39.4% | $79,858-27.2% |
| Participation rate | 75.8% | 73.5%+2.3pp | 77.1%-1.3pp | 69.6%+6.2pp |
| Annual return | 12.86% | 19.37%-6.5pp | 91.63%-78.8pp | 31.72%-18.9pp |
| Employer contribution / active EE | $1,068 | $1,945-45.1% | $2,541-58.0% | $2,471-56.8% |
| Participant deferral / active EE | $2,663 | $3,440-22.6% | $4,167-36.1% | $3,740-28.8% |
| Admin fee / account holder | $5,675 | $5,622+0.9% | $6,797-16.5% | $5,306+7.0% |