Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $54,286 | $81,476-33.4% | $102,383-47.0% | $80,925-32.9% |
| Participation rate | 76.2% | 66.8%+9.3pp | 74.5%+1.7pp | 67.7%+8.5pp |
| Annual return | 13.23% | 25.59%-12.4pp | 24.94%-11.7pp | 35.65%-22.4pp |
| Employer contribution / active EE | $2,716 | $3,105-12.5% | $3,870-29.8% | $2,756-1.5% |
| Participant deferral / active EE | $5,609 | $3,871+44.9% | $5,060+10.8% | $4,299+30.5% |
| Admin fee / account holder | $1,472 | $6,717-78.1% | $8,391-82.5% | $6,940-78.8% |