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 | $27,713 | $90,745-69.5% | $130,231-78.7% | $75,173-63.1% |
| Participation rate | 71.7% | 71.1%+0.6pp | 76.3%-4.6pp | 67.2%+4.5pp |
| Annual return | 15.79% | 34.45%-18.7pp | 38.86%-23.1pp | 160.72%-144.9pp |
| Employer contribution / active EE | $1,553 | $3,314-53.1% | $4,126-62.4% | $2,671-41.8% |
| Participant deferral / active EE | $2,464 | $5,362-54.1% | $6,799-63.8% | $4,126-40.3% |
| Admin fee / account holder | $2,637 | $6,331-58.4% | $6,020-56.2% | $5,651-53.3% |